Page Comparison

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1. Navigate to Admin > Finance > Pending Refunds. You can now see all the refunds that are currently pending and begin processing them.

   

2. Stripe payments:

   1. Individually: This can be done by clicking the “Process refund” button next to the appropriate refund.

   2. In bulk: Click the tick box next to each one (or the tick box at the top to select all of the pending refunds) and then click the “Process refunds” button at the bottom of the table.

      Confirm the refunds by clicking “Yes” on the alert that appears.

      

3. Manual payment methods (bank, cash, cheque).
   Note that myClubhouse cannot make a manual refund payment, you must pay the refund manually and then use myClubhouse to record the payment:

   1. Individually: This can be done by clicking the “Process manual refund” button next to the appropriate refund.

      

      1. Payment Date: The date the refund payment was made.

      2. Payment Method: Set how the refund was/will be made. This should be the same method with which the original payment was made.

      3. Amount: This shows how much the refund is. It should be filled in automatically already and should be negative as it is a refund.

      4. Notes: Any useful notes such as about why the refund is being made.

      5. Due Payments: You can select multiple payments to refund all in one go by selecting them here, but must choose at least one for the refund to correspond to.

      6. Send Notification Emails: If checked, the user will get an email confirming their refund.

      7. Save Payment: When happy with everything, click “Save Payment” to record the refund.

   2. In bulk: Click the tick box next to each one (or the tick box at the top to select all of the pending refunds) and then click the “Mark number refunds as Paid” button at the bottom of the table and select which payment method to use to refund all of them.

      Confirm the refunds by clicking “Yes” on the alert that appears.

      

4. GoCardless: It is a little trickier to process a refund using GoCardless. If you wish to attempt this you will need to go to your GoCardless account and see if it will let you make the refund; if too much time has passed since the payment then it will not allow it and you will have to make the refund using a manual payment method instead. Either way, once the refund payment has been made, record the payment, following the manual process in Step 3 above. It may also be beneficial to create a separate Payment Method for this purpose. This guide will help you: Payment Methods, Plans, and Schemes

5. PayPal: PayPal refunds are processed in the same way as Stripe payments. However, if the original payment is older than 180 days, or there are insufficient funds in your club’s PayPal account, the refund will fail and an error will be returned.

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