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UK Billing: Manually Refund Credit Card Transactions
UK Billing: Manually Refund Credit Card Transactions
Updated over a week ago

Admin - Super User

UK customers can refund a credit card transaction using built-in tools. If, for some reason, you ever need to manually issue a refund, do so in the SportsEngine interface (step 1) and then enter the details manually (step 2).

Step 1: Refund in interface

  1. Log in to the SportsEngine site.

  2. Click the Admin gear in the upper left.

  3. Click Transactions on the left. This will bring up a list of all credit card transactions.

  4. Click the transaction ID number of the one you want to refund.

  5. Click Issue Refund.

  6. If you need to issue a partial refund, change the Refund Amount.

  7. You can scroll down to enter Notes if desired. These will only be visible to admins and not the customer.

  8. Click Refund Payment.

  9. Once it completes, click < PowerPay - Transactions to exit.

  10. Make note of the refund's transaction ID; you will want to enter it into SwimOffice

Step 2: Manually Refund

To refund a Lessons transaction, follow the steps in Lessons: Manually refund a credit card to a different card or payment method.

To refund a transaction on the swim team side, follow the steps in Refund a Credit Balance when refunding by check. You will enter the transaction ID from the steps above into the Check # field. Note that this is the same process to follow when refunding an online registration; you cannot do it from within the Manage Registration interface.

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