How do I Refund a member?

To add a refund to a member, follow the easy steps below:

• Click on the Billing tab

• Select Member List by Billing Group

• Click on the Member you would like to refund
• Click on the Transactions tab

• Scroll down, and confirm that they currently have a credit balance- it will be red and in parentheses
  • The member must have a credit balance in order to be refunded

• While on the transaction tab, look to see the method of the last payment made on the member’s account.
  • If the member paid with a Debit or Credit Card, please contact [e-mail] to have a Client Operations Specialist help you submit the member’s refund
  • If the member paid with a Paper Check or E-Check, continue following the steps below

• Click the Bill Pay tab

• Select Payments

• Click Add

• Select Refund

• Fill in all Information Fields with an * next to it
• Select Submit