How to refund a payment whether that be Direct Debit, Cash, or Card.
You cannot issue partial refunds via the Clubright System! To give a member some money back from their purchase or membership payment, rather than the whole value, you can issue this via cash or bank transfer, OR refund the whole value and then apply a new transaction for the original amount, less the refund value - manually
Refunds for DIRECT DEBITS via Clubright Pay (London and Zurich)
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)
In cases where a Direct Debit payment is collected but should not have been taken, follow these steps:
Wait for the payment to clear.
Once the payment has cleared, process a refund to the member.
This approach ensures that the member is reimbursed promptly while maintaining accurate financial records.
Refunds for DIRECT DEBIT via 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.
Refunds for Cash Payments -
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 Purchases tab. From here you can see all the till transactions and will click on the purchase you wish to refund and press refund. This will not refund the amount into the members bank account, but will keep your till record correct and show that you did hand back a cash refund to the member
Refunds for recurring card (membership) payments -
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 payments (product purchases or membership payments via till) -
Go onto the member's profile, then within the member you will need to go onto the Purchases 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.