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Issues Refunds from a User Page
Issues Refunds from a User Page

Process Refund Requests From a Player's User Page

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Manually issue a refund from a members user's page.

  • Use Cases: When manually processing a refund request, system users can save time accessing transaction details by opening the user's page if the member does not remember the exact transaction date.

This article shows system users how to issue refunds from a member's page. There are other ways to issue refunds:

  1. Manually issue refunds from the admin scheduler.

  2. Manually issue refunds caused by a closure (court or event).

  3. Manually issue full or partial refunds from the TRANSACTIONS> REFUNDS page.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERS > SEARCH.

  3. Look up a member's name.

  4. Click the pencil icon.

On the user's page:

  1. Click the Billing tab.

  2. Make sure the Transactions tab is selected.

  3. Click the Refund button.

On the Refund page:

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

  2. Locate a transaction and review the information.

  3. Click the Refund button.

On the popup window:

  1. Review the information.

  2. Click the Refund Destination field and select an option.

  3. Adjust the figure in the Refund Amount column to issue a partial refund. (optional)

  4. Add a note. (optional)

  5. Click Save.

Refunds can also be processed by clicking the icon in the furthest-right column of the transaction table:

CourtReserve displays the transaction on the table and adds a refund symbol (R) to the row.

What's next?

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