How to refund a payment whether that be Direct Debit, Cash, or Card.
DIRECT DEBITS
Refunding a Clubright Pay Direct Debit Payment:
From the member's profile, click the membership which contains the payment you wish to refund > edit > payments > locate the dated payment that shows "success" > click the refund (bin) symbol > insert your refund reason > Refund
Refunds for Direct Debits will be returned to the payers account within 7 days and is only available once a payment has fully cleared and "success" is shown. (you cannot refund on the collection date as the payment has until midnight on that day to be returned as unpaid)
Refunding through Gocardless -
If you are looking to refund through direct debit you will need to go through your bank to refund the payment.
If there is a pending payment you will need to wait for this to go through before removing / refunding.
Cancelling pending payments -
If the member is pending payments this would often mean the direct debit has been requested which cannot be stopped, you will need to wait for this to go through then you can refund.
Refunding through the member CASH -
If you are looking to refund a cash purchase go onto the members profile, then within the member you will need to go onto the purchase tab. From here you can see all the till transaction and will click on the product and press refund. This will not refund the amount into the members bank account.
Refunding an automatic card payment
If you are refunding an automatic card payment you will click on the membership in the customers profile. then click the payments tab, Now click the bin icon to refund.
Refunding a manual card payment
Go onto the member's profile, then within the member you will need to go onto the purchase tab. From here you can see all the till transaction and will click on the product and press refund. This will refund the amount into the members bank account.