Issue Refunds for Member Payments

Administrators can issue refunds online to have payments electronically refunded to the specified member's payment card. If you refund the payment via cash or check offline to the member, you can enter that information within the TeamSnap mobile app.

Refund Invoice Payments (web)

1. Click the Invoicing tab.
2. Click the batch title where the payment to be refunded is located or hover over the 3-dot Actions button next to the batch and select View Invoice Batch.
3. Click the invoice ID for the desired invoice or hover over the 3-dot Actions button next to the batch and select View Invoice.
4. Click the Refund button next to the payment to be refunded.
5. Enter refund details.
   1. Select the refund method (card, cash, or check).
      1. Card Refunds: The option to refund to card will only be available if the payment was made online.
         1. If processing fees were passed to the registrant, they will be refunded for full refund transactions. Processing fees are not refunded for partial refunds.   
      2. Offline Refunds (Cash or Check): Offline refunds can be recorded in TeamSnap, but are not funded or processed by TeamSnap. TeamSnap can only process online payment refunds submitted for credit card payments and will never send cash, check, or other offline refunds to payers on behalf of an organization. If a refund is entered as offline, the organization must provide the refund amount directly to the payer in order for the payer to receive their refund.
   2. Refund amount
   3. Refund Details
6. Click Issue Refund.

Tip: Invoice payment refund amounts will be added back into the balance due and increase the member's total amount owed. If necessary, the invoice can be canceled in order to remove the full balance due for that invoice if the invoice should no longer apply to the member being refunded. For more information, check out: Canceling Invoices.

Refund Invoice Payments (mobile - teams only)

Organization-issued invoice payments cannot currently be refunded on mobile, please use the steps above to refund on the web.

1. Open mobile app
2. Tap hamburger menu (Android) or ...More (iOS)
3. Tap Invoicing 
4. Under MEMBERS, tap the member to be refunded
5. Tap Paid
6. Tap the invoice title for the payment that needs to be refunded
7. On the invoice details screen, under Payment Log, tap the payment to be refunded

8. On the Payment Details screen, scroll to the bottom and tap REFUND PAYMENT

   

9. Enter the refund details
   1. Refund amount
   2. Optional note
   3. Select the refund method (card, cash, or check)
      1. The option to refund to card will only be available if the payment was made online. 

      2. Card refunds do not support partial refund amounts. To process a partial refund, you will need to refund via cash or check.

         

10. Tap SAVE

Refund Registration Payment

1. Click the Registration tab.
2. Click the form name.
3. Hover over the Admin ... button for the desired participant registration.
4. Select Edit to open the participant's transaction summary.
5. Click the Refund button to the right of the payment that needs to be refunded.
6. Click Refund to submit the refund for processing.
7. Select Full Refund or Partial Refund Amount (must enter refund amount for partial refunds)
   1. If processing fees were passed to the registrant, they will be refunded for full refund transactions. Processing fees are not refunded for partial refunds.  
8. Click Save

Tip: Registration payment refunds do not decrease the total owed by the amount refunded. To deduct the refund amount from the registrant's balance, enter a fee adjustment to decrease the amount owed by adding a negative adjustment, or delete the applicable program/fee from the registrant's fee summary. For more information, check out: Manage Registration Entries.

Attention: ACH payments have a refund window of 90 days. If you wish to refund an ACH payment past that 90 day window, you will want to refund offline and log the refund in TeamSnap. 

Common Questions