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Refunding Membership

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Occasionally, you may need to refund membership. If a membership was purchased incorrectly, or for the incorrect amount, it may be refunded. Memberships can only be refunded if they have not been used to purchase tickets.

  1. Open the Patron window.

    Click here to learn how to access this window.

  2. Click on the Member tab.

    Click here for more details on this tab.

  3. Select a member type to refund.

    Single click on the membership to select it.

  4. Note the Order Number.
  5. Click the Refund button.

    If the record cannot be refunded the following window will appear.

    The following confirmation window will appear if the membership can be refunded.

  6. Click the Delete button.

    The membership will be deleted. A refund for the value of the Membership needs to be processed.

  7. Click the Order tab.
  8. Select the Order corresponding to the membership based on the Order Number.

    Single click on the Order to select it.

  9. Click the Payment button.

    The Payment for Order window will open. Ensure all data is correct before processing.

  10. Click the Accept Payment button.

    This refund may also be converted into a donation or ticket sale by clicking the Open button rather than the Payment button in step 9.

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