Refunds can be processed under the Payments tab in LegFi.
Before you begin:
If you received the payment locally and recorded it in LegFi, you will not be able to issue that refund through LegFi. You should issue refunds to members using funds in your local bank account. LegFi will not process a refund on your organization's behalf.
Some online payments may not have the Issue Refund option available. If the refund option does not appear under Details, the payment may be tied to a charge managed by OmegaFi on behalf of your National Organization. Please contact our Support team for more information and assistance with processing the refund.
How to refund a member's payment:
- Go to Payments > locate the payment you want to refund > Details.
- Once you click Details, you'll see the following screen:
- Select Issue Refund and enter the amount you want to refund. You can do full or partial refunds with this option. Fees associated with processed payments are non-refundable.
- After entering the refund amount and selecting Issue Refund, choose the financial account from which the refund will be paid.
Once the refund is processed, we recommend that you delete the record of the payment in LegFi.
- Go to Payments in the left menu.
- Locate the row of the payment you wish to delete and select Delete in the right column.
- This will readjust the member's invoice, which can also be removed later if needed.
Important:
Retain all documentation related to the refund for your records.