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How to Clear Invoices Pending Refund

This article will guide you through processing a refund.

Accessing Accounts Payable Reports

1. Log in to your Member365 Administrator Dashboard.

2. In the top bar, click ‘Financial‘.

3. Click ‘Reports‘.

4. Click ‘A/P Aging‘.

Processing Refunds

5. Click the ‘Process Refund‘ link next to each refund you intend to process; when prompted, enter a note explaining the reason for the refund for future auditing.

6. Once you have processed all the refunds you intend to, click ‘Continue‘, and choose to skip sending a confirmation email in order to avoid confusing the member.

Congratulations, you have successfully processed one or multiple refunds!



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