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Cash Refunds

How to Process Cash Refunds.

Tim Owens avatar
Written by Tim Owens
Updated over a month ago

INTRODUCTION

Feature Summary: Manually issue a Cash refund.

Use Cases: Process refund requests for bookings and lessons refunds with a Cash Refund Destination. If an organization is not integrated with a payment provider, or if a refund is given to a member in-person with Cash, the Cash Refund Destination can be used.


SETUP REQUIREMENTS

To process a member's refund request, go to the side menu and click TRANSACTIONS > REFUNDS. On the next page:

  1. Make sure the Pending Refunds tab is selected.

  2. Use the calendar icons to narrow the display results in the table. (optional)

  3. Locate a request row in the table and review the information.

  4. Click the plus (+) icon to expand a request row. (optional)

  5. Click the Accept button.


Accept a Refund Request

In the popup window, click the Refund Destination field and select an option. Review the information, add a note (optional), and then click Save.

CourtReserve moves the transaction to the Accepted Refunds tab.

System users can change the figure in the Refund Amount column and issue a partial refund. This might be useful if, for instance, the club has a penalty rule for late cancellations.

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