What each refund status does, who pays the processing fee, when the money arrives and where refunds are recorded.
- Refunded (Cancelled) cancels the registration and takes it out of reports. Complete leaves it standing.
- The processing fee on the original payment is not returned automatically. The user or your organization absorbs it.
- A refund usually takes 5 to 7 business days to reach the purchaser's card.
What each refund status does, who pays the processing fee, when the money arrives and where refunds are recorded, so you can settle your refund policy before the first request comes in.
Which status to choose
- Complete — returns the money and leaves the registration standing. Statistics and reports don't change.
- Refunded (Cancelled) — returns the money, cancels the registration and frees the spot. The item drops out of statistics and reports.
Choose by whether the person is still coming.
Who pays the processing fee
The refund form asks whether the user absorbs the transaction fee, and gets back slightly less than they paid, or the organizer does. Write the answer into your refund policy, along with which status a withdrawal gets, so every admin refunds the same way.
When the money arrives
The people you chose under Send email notification to are emailed straight away. The money usually appears on the purchaser's credit card 5 to 7 business days later. Tell the member that when you confirm, or they'll be back in touch on day two.
Where refunds are recorded
Financials → Refunds lists every refund issued. For a spreadsheet, open the menu the item belongs to (Memberships, Events or Clubs), go to its Reports tab and request an updated report. You'll get an email when the Excel or CSV file is ready to download.
If the order also carried a provincial or national fee, the member's refund isn't complete until that organization refunds its share.