CREDIT CARD REFUND PROCESS
Cancel the customer's enrollment.
- From the Admin Site Map, go to the Account Management > Search page.
- Note: To speed up the processing of refunds, you can go to Reports > Report Dashboards > Enrollments and quickly access accounts to cancel enrollments.
- Input the appropriate search criteria and click the Search button.
- Click on the correct customer's name from the returned list to go to the Account Overview page.
- Click on the spy glass icon to view the order you want to refund.
- If you need to remove any Add-Ons for the order. Click the red x next to the desired Add-On.
- Click on the pencil icon for the enrollment you want to refund.
- Click the Cancel Enrollment button.
- For Refund Type, use the drop down to select the Refund Type.
- If you want to process a full refund, leave "Refund Credit Card" selected.
- If you want to process a Partial Refund, select "Credit."
- If necessary, adjust the Credit Amount to be refunded to your customer. Note: You would need to adjust the amount if you are going to charge a cancellation fee. Ex. If the enrollment is $100 and there is a $10 cancellation fee, then the Credit Amount should be $90.
- If you do not want to provide a Refund at all, select "No Refund"
- If necessary, select the correct choice from the Remove from Roster dropdown.
- Click the Email checkbox if you want to send the customer an email for this cancellation.
- Click the Confirm Cancellation button.
- The cancellation has now been completed and you will see the transaction on the Enrollments and Account Overview page.
Note: For Partial Refunds where the enrollment is not canceled, there will still be a balance on the Account Overview page. Once you have done the Refund-Credit Card transaction, you will also need to compete a Misc-Credit transaction (Add Transaction > Misc-Credit) in order to balance the account to zero.
MAUNAL REFUND
If you need to refund a Customer with a Check or Cash, you will want to use the Manual Refund option to show on their account that a refund has been processed so that their account is balanced.
Note: The Manual - Refund option does not refund a check/cash electronically. You will still need to have someone in your Organization cut a check back to the customer.