Refunds
Refunds records money returned to a member — an overpayment, a cancelled membership, a contribution taken in error. Each is logged, approved and then paid, so money leaving the fund follows the same discipline as a claim.
Where to find it
Go to BurialPro > Refunds. Log one from New > Refund Request.
What a refund records
| Field | Description |
|---|---|
| Member | Who is being refunded. |
| Amount | How much. It must be positive. |
| Reason | Why the refund is due. |
| Logged Date | When it was requested. |
| Bank Account | Where it is paid from. |
| Status | Logged, approved, paid or declined. |
The workflow
| Step | What happens |
|---|---|
| Log Refund | The request is recorded. |
| Approve Refund | It is authorised. Logged → Approved. |
| Pay | Money leaves. Partial refunds are supported. |
Record the reason properly. Refunds are the transactions an auditor samples hardest, and "member request" against a large amount is the entry that generates the follow-up question.
Related pages
- New Refund — logging one
- Contributions — what was paid in
- Overview — outflow against income