1. Go to Store & Forms > Reports > Refund Worksheet.
   
2. You can filter and customize the SKUs and their presentation on the screen.
   
3. In the Refunding column, enter the quantity of each item you will be making a refund for.
   

1. Click on the blue ‘Process Refunds’ button at the bottom of the screen. You will then receive a Confirm Refunds window.
   
2. Select one of the two refund options:
   

1. Choose ‘Leave any overpayments on orders’ (the default) if you intend to issue a check or credit card refund.
   
2. Choose ‘Refund any resulting overpayments to account credit’ if you intend to issue an account credit as the refund method.
   

1. Click on the blue ‘process refunds’ button.
   

1. Next, go to Store & Forms > Orders.
   
2. Change the selection in the drop down menu from ‘all orders’ to ‘Orders with Overpayment’.
   
3. Click ‘Refresh’.
   

1. Select the check boxes for the orders you intend to create refunds for. You will be able to see their original payment method in the Payments column. This will help you determine the refund payment method. For example, if they paid by cash/check, you won't be able to refund by credit card. However, if they paid by credit card, you would have the option to refund by check or credit card.
   
2. Click the blue 'refund selected...' button.
   
3. Choose the Refund Method from the drop down list. You can select to transfer the overpayment (refund):
   

1. to the users’ accounts with an account credit.
   
2. by noting in the system that you will be refunding with a printed check.  (This applies to hand-written checks, but If you are using the Accounting Tools, you can print checks directly from Membership Toolkit. See directions below.)
   
3. by noting in the system that you will be refunding using a credit card processor.
   

This will NOT issue a refund through your Credit Card Processor. It will only make note of it. You will need to go to your online Payment Processor account to actually issue a credit card refund to the member.

1. Select the Refund Date.
   
2. Enter any comments or notes.
   
3. Click on the blue ‘Issue Refund’ button.
   

If you want to see a list of orders you've refunded you can use the Payment Transactions Report.

1. Go to Store & Forms > Reports > Payment Transaction Report.
   
2. You can filter by refund method type and show refunds only for a given date range. This will give you a list of refunds issued during a batch.
   

If you selected the Refund Method for ‘Print Checks’, you will now need to record the issuance of the checks.

Printing Refund Checks within Membership Toolkit:

1. Go to Accounting > Accounts and click on the balance of the bank account you will be issuing the checks from. This will bring you to the detailed ledger account for the bank account.
   
2. There will be a blue ‘print’ icon next to each person you indicated you would be issuing a refund check to.
   
3. Click on the ‘print checks’ button.
   

1. Check the boxes on the left for each refund check.
   
2. Enter the starting check number.  (You will have the opportunity to edit the assigned check numbers for each check, later in this process.)
   
3. Click on the Blue ‘Print’ button
   

1. You will receive a ‘Print Checks’ window, whether you are recording hand-written checks or intend to print the checks on your printer.
   
2. Click on the blue ‘Print’ button
   

A checks Print Preview pdf will appear.

1. For hand-issued checks, you can close the pdf.
   
2. If you are printing checks from your printer, select the print icon in the upper right corner.
   

1. At the ‘Verify Printed Checks’ screen, verify that the check number showing in the ‘Check Number’ column matches the refund check issued to the user.
   
2. This is where you have the opportunity to correct the assigned check number if it is different from any of the actually hand-issued checks.
   
3. If everything is correct, then click on the 'Save' button.
   

1. The detailed account ledger will now show these check numbers as the issued refund check number.
   

Refunds by Student