To refund a membership charge head to Clients > select the profile > expand the membership. In the 'Recent charges' section you will see all recent membership charges. To refund the membership charge select the three dots next to the charge > Refund.
You are able to choose whether you want to fully refund the membership or partially refund.
Full > Refund
Partial > you will need to enter in the amount in the 'Amount to refund' box > Refund.
Once refunded the membership charge will be in a 'Refunded' or 'Part. refunded' status.
DIRECT DEBIT WARNING: Refunds aren’t part of the Bacs Direct Debit scheme and are provided outside of Bacs Direct Debit by Stripe. Since Bacs Direct Debit has an indefinite indemnity period, if a customer creates a dispute any time after a refund has been issued, you can lose both the disputed amount and the amount you refunded separately. Therefore, ensure you realise this possibility before providing a refund. When you initially press refund and the warning pops up there is then the opportunity to 'Cancel' instead of going through with the refund.
You will be able to view your refunded membership charges in the Transactions report! You can toggle on the ‘Payment for’ filter > select ‘Membership’, then toggle on the ‘Charge type’ and select ‘Refund’ and view all your membership refunds.
If you do choose to refund, the refund will take around 3 working days to process.
