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Core | Credit Card - Process a Refund

You can issue a full or partial refund for any credit card transaction in the Control Panel.

Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

You can process full or partial refunds for various transaction types in the Control Panel, including membership payments, double charges, and PushPress services.

  1. Go to the member's profile. Scroll to the bottom to locate the invoice you wish to refund.

  2. Click the three-dot menu on the invoice and select 'Refund.'

  3. A modal will pop up. Either leave the full amount to be refunded or adjust to a lesser refund amount.

  4. Hit 'Confirm.'

Requesting a Refund for PushPress Services

If you need a refund for services such as PushPress Grow, follow these steps:

  1. Ensure that the service in question has been canceled correctly within your Core account.

  2. Contact the Customer Success team to initiate the refund request.

    • Share all relevant details, including the reason for the refund request and supporting documentation if needed.

  3. Upon refund confirmation, the Customer Success team will notify you of the status.### Refunding a Double-Charged Membership If a member's subscription was charged twice, refunds can be processed as follows:

  4. Navigate to the transaction history for the relevant member.

  5. Locate the double charge and access the associated invoice by clicking the three-dot menu.

  6. Select 'Refund' to issue the refund to the member. For further detailed steps, you may refer to the guide: Core | Credit Card - Process a Refund.

Refunds for transactions made with direct debit accounts are possible. To ensure a seamless process:

  • Wait for ACH payments to settle before initiating a refund. ACH payments typically take 3-4 business days to clear.

  • Once the payment is cleared, locate the transaction in the member's transaction detail history or in the Financial Report's Details tab.

  • From the transaction record, click the 'Refund' button to complete the process. *For information on how to process ACH refunds, go here.

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