This section will be how clubs will refund dues and add-ons. When a client calls in you will submit through the software instead of submitting an AAR. The only items that will be in the list of charges available for refunds will be Add-ons and Dues, anything charged from Online will not be reflected in the picklist. Follow the steps below to submit a refund.
- Search the member. Then go to the refunds in the member's account.
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- You can only select one item from the picklist of dues or add-ons that the client wants to refund.
Note
If the refund being requested isn’t in the list you will need to submit an AAR.
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- Select the User
Note
This picklist pulls all active users in the system for the club, make sure whomever you talk to is authorized to refund. Should the user not be authorized then talk to management to figure out how to proceed.
- Select the Reason for the Refund
- Remove from dues? are we refunding from the dues? Yes or No?
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Process the payment on a different method are we changing the payment method going forward? Current or Change
If we are changing the payment method going forward then the screen will prompt you to enter in the new payment method.png)
- Click Complete to finish the refund process.
Notes
- You can only process one refund at a time. Also you cannot do a partial refund if requesting a partial need to submit an AAR.
- Once a refund is submitted then the refund is sent to a queue and then will be batched and processed that could take 2 days so giving the expectation of 3-5 days is advised.
- Refunds created for a member in a reciprocal club will be taken from the members home club.
- Example:
- ASF Employee logs in via client 10925
- ASF Employee locates member belonging to client 10922
- ASF Employee submits refund for the member
- The refund ARF record will be created under CLIENT 10922
- Canadian EFT still must be submitted with an AAR to cut a manual check.
- If an account is in a “Z” status, check and make sure the club isn’t bulking prior to processing the refund. If they client is bulking, please check with management If the account is cancel pending you can still process refund.
