With Join It, you can easily refund a membership payment directly from your admin tools.
Steps to Refund a Payment in Join It
You can either:
Find the associated Membership: Click on the respective payment at the bottom of the membership record.
Navigate directly to the payment: Go to the Finances > Payments section.
Either way, you'll end up on the payment record, which looks similar to the screenshot below.
From there, you'll want to click the 'Refund Payment' link, and you'll be presented with two different options:
Complete Refund: Refund 100% of the amount of the payment.
Partial Refund: Refund a part of the amount of the payment.
Once you confirm, the refund will be processed, and a refund receipt will appear within Join It (associated with this membership record).
Issuing a Refund via Stripe
Organizations using Stripe for handling membership payments can also issue refunds directly through Stripe. Follow these steps to issue a refund in Stripe:
Steps to Refund a Payment in Stripe
Log in to your Stripe account: Go to the Stripe Dashboard and log in with your credentials.
Navigate to the Payments section: In the left-hand menu, click on "Payments".
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.
Select the Payment: Click on the payment you wish to refund. This will take you to the payment details page.
Initiate the Refund: On the payment details page, click on the "Refund" button.
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.
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.
By following these steps, organizations can efficiently manage and issue refunds for membership payments through both Join It and Stripe.