SOP: Refunding an Invoice
Objective
To refund an invoice either through the general invoices section or through a specific member's profile in order to process a full or partial refund efficiently.
Key Steps
Refunding Through General Invoices Section:
Go to the 'Invoices' section under billing.
Click on the three vertical dots next to the invoice you want to refund.
Ensure the invoice is already paid.
Choose between a full amount refund or a partial refund.
Click the refund button to process the refund.
Refunding Through Member's Profile:
Navigate to the member's profile.
Go to billing and then to invoices.
Click on the three vertical dots next to the specific invoice.
Select either a partial or full refund option.
Confirm the refund to send it through Stripe for processing.
Cautionary Notes
Ensure that the invoice being refunded is already marked as paid to avoid any errors.
Double-check the refund amount before processing to prevent any discrepancies.
Make sure to have the necessary permissions to issue refunds to avoid unauthorized actions.
Tips for Efficiency
Prioritize refunding through the general invoices section for quicker access to all invoices.
Communicate with the member if issuing a partial refund to maintain transparency.
Keep a record of all refunds processed for accurate financial tracking and reporting.
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