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Issuing a Refund for a Membership Payment
Issuing a Refund for a Membership Payment

Learn how to easily issue a refund for a Membership payment

Mitch Colleran avatar
Written by Mitch Colleran
Updated this week

Summary

With Join It, processing Membership refunds is quick and straightforward. Whether you prefer to handle refunds directly from the Join It admin dashboard or through Stripe, both options allow you to efficiently manage payment adjustments. This guide walks you through the steps for issuing refunds via both platforms, ensuring a smooth experience for both administrators and members.

How to Refund a Payment in Join It

There are two simple ways to issue a refund for a Membership payment:

  1. Find the Associated Membership:

    • Locate the payment within the Membership's record and click on it.

  2. Navigate to the Payment Directly:

    • Go to the Finances > Payments section in your admin dashboard.

Either of these methods will take you to the payment record, which resembles the screenshot below.

From the payment record, simply click on the 'Refund Payment' link. You’ll then be given two options:

  • Complete Refund: Refund 100% of the payment amount.

  • Partial Refund: Refund only a portion of the payment amount.

After confirming your selection, the refund will be processed, and a receipt will appear in Join It, linked to the corresponding Membership record.

Description of screenshot: Refund Payment button in Join It

Description of screenshot: Showing the Refund Types

Refunding a Payment via Stripe

Organizations using Stripe for handling Membership payments you can also issue refunds directly through your Stripe account. Here’s how:

Steps to Refund a Payment in Stripe

  1. Log in to your Stripe account: Go to the Stripe Dashboard and log in with your credentials.

  2. Navigate to the Payments section: In the left-hand menu, click on "Payments".

  3. Find the Payment: Use the search bar to find the specific payment you need to refund. You can search by the Member's email, the payment ID, or other relevant details.

  4. Select the Payment: Click on the payment you wish to refund. This will take you to the payment details page.

  5. Initiate the Refund: On the payment details page, click on the "Refund" button.

  6. Choose the Refund Type:

    • Full Refund: Select this option to refund the entire payment amount.

    • Partial Refund: Enter the amount you wish to refund if you only need to refund a portion of the payment.

  7. Confirm the Refund: Review the details and confirm the refund.

Once confirmed, Stripe will process the refund, and the amount will be returned to the Member's payment method. The refund status will be updated in the Stripe Dashboard.

Frequently Asked Questions

How long does a Refund take to process?

Stripe usually states the time frame on the refunded payment but in general it typically takes 5 to 10 business days.

Can I reverse a refund once it's been issued?

Once a refund is processed, it cannot be reversed. If you need to charge the member again, you will need to process a new payment.

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