New Refund Request
New Refund logs money that is to be returned to a member — an overpayment, a cancelled membership, or a contribution taken in error. It records the amount, the reason and the account it will be paid from, ready for approval.
Where to find it
Go to BurialPro > New > Refund Request.
What to enter
| Field | Required | Description |
|---|---|---|
| Member | Yes | Who is being refunded. |
| Amount | Yes | How much. It must be positive. |
| Reason | Yes | Why the refund is due. This is what an auditor reads. |
| Logged Date | Yes | When it was requested. |
| Bank Account | Yes | Where it will be paid from. |
Check the contribution history before logging a refund. An apparent overpayment is often a payment recorded against the wrong period, which is a correction rather than money that should leave the fund.
What happens next
The request is logged and goes for approval. Only an approved refund can be paid, and payment can be made in parts. See Refunds.
Related pages
- Refunds — the register and workflow
- Contributions — what was paid in