Refund a Pass

Canceling a pass or registration does not refund the payment order. Here is the best practice to cancel a pass and issue a refund or apply it to your customers Union account balance. Also be sure to check out our video tutorial for additional guidance.  

In the Union admin interface you can access a specific member's info page by using the global search

Scroll to the Recent Orders and click Show:

If you are wanting to cancel the pass and refund the pass in full (dollar or account balance, simply click Refund Money & Passes

Select the pass and dollar amount that will be refunded. You must add a reason in order to complete your refund. *See below to learn about refunding to Union account balance

You should see a green success bar at the top of your screen to confirm the refund has been processed.

If you would like to refund a custom amount, from the order page, click the drop down arrow

You'll then be presented with a pop up window to adjust the dollar amount you'd like to refund. You must add a reason for the refund in order to complete. 
As a reminder, a refund does not cancel a customers pass, you may need to click Cancel against the customers pass if it should no longer be active! 

Here is the email confirmation your user will see once the refund has been issued.

Refund to Union Account Balance

By choosing to refund to the Union account balance, your customer will have the ability to apply that credit towards a different pass/subscription purchase of their choice. *Note: Currently, an account balance can only be applied to NEW subscriptions, not existing subscriptions. 

Notice the description lists Account Balance as the destination 

From the order receipt, clicking on the customers name in bold will take you back to their account. Here's where you will see their newly added credit.

As a reminder, a refund does not cancel a customers pass, you may need to click Cancel against the customers pass if it should no longer be active!

Here is the email your customers will receive

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