Refunding an Invoice

The Key Steps

Refunding a Member’s Invoice

  1. Click on the People icon
  2. Click on the Just Members page under the People section
  3. Click on the name of the member who the refund is for  
  4. Click on the Invoices section on the member’s profile
  5. Click on the Actions button next to the invoice you are refunding
  6. Select Refund from the Actions drop down menu
  7. Enter how much you want to refund in the Amount field
  8. Select a reason for the refund in the Reason field
  9. Click on the Issue Refund button 

Refunding an Unassigned Invoice

  1.  Click on the Money icon
  2. Click on Invoices under the Money section
  3. Locate the invoice number for the invoice you want to refund
  4. Click on the Actions button in the row for that invoice
  5. Select Refund from the Actions drop down menu
  6. Enter how much you want to refund in the Amount field
  7. Select a reason for the refund in the Reason field
  8. Click on the Issue Refund button

👇 For more detailed steps, refer to the article below:

Refunding an Invoice

Invoices are generated for all purchases made in your Pulse system, including membership payments and Point of Sale transactions. To refund an invoice you will first need to navigate to the profile of the member the invoice is for. To access your list of members, click on the People icon and then select Just Members under the People section.

From the Just Members page you will need to find the name of the member you are refunding. Once you find the member, click on their name to take you to their profile. Once you are on the member’s profile, click on the Invoices section from the left hand side of their profile.

From the invoices list, find the invoice you need to refund. In the row for that invoice, click on the Actions button. From the drop down Actions list, click on the Refund button.

After clicking on the Refund option, you will be prompted to provide the information to complete the refund. In the Amount field you will specify the amount to refund. You will also need to select a reason for the refund. To finish issuing the refund, click on the Issue Refund button.

Refunding an Unassigned Refund

If you need to refund a transaction that was not linked to a contact’s account, you will need to refund it from the Invoices page. To navigate to the invoices page, click on the Money icon and then select Invoices from under the Money section.

Once you are on the invoices page you will see a list of your invoices with the most recent invoices at the top of the list. To filter your invoices based on their status, you can click on the Filters button in the top right corner of the page.

You will need to locate the invoice number for the invoice you are refunding. Once you find the invoice you will refund, click on the Actions button for that invoice. From the drop down menu that appears you will click on the Refund option.

This will bring up a Refund Invoice pop-up where you will provide the information for the refund.  In the Amount field you will specify the amount to refund. You will also need to select a reason for the refund. To finish issuing the refund, click on the Issue Refund button.

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