5.8 Refunding a Transaction

In MemberPress there is only  one correct way to refund a users transaction, but two areas you can process the refund. 

Detailed Steps

Through the Subscriptions Page

(Helpful if refunding a transaction that is part of an automatically recurring subscription)

1. Navigate to the WordPress Dashboard > MemberPress > Subscriptions page.
2. For an automatically recurring subscription make sure that you are in the 'Recurring' tab, or for a non-recurring (one-time payment) subscription, in the 'Non-Recurring' tab. 
3. Search for the Subscription using the Search tool on the page, or by browsing. 
4. Hover over the unique Subscription ID for the Subscription in the 'Subscription' column.
5. Verify that you have found the correct Subscription.
6. Click the 'View Txns' Link.
7. Hover over the unique Transaction ID for the Transaction you would like to refund in the 'Transaction' column.
8. Click the 'Refund' Link.
9. Click 'OK' on the Pop-up after verifying you are cancelling the correct subscription.

Special note: if the Transaction is also associated with an active Subscription that you would like to cancel, then simply click the 'Refund & Cancel' link in step 5 instead of clicking the 'Refund' link.

Through the Transactions Page

(Helpful if refunding a single transaction not associated with an automatically recurring subscription)

1. Navigate to the WordPress Dashboard > MemberPress > Transactions page.
2. Search for the Transaction using the Search tool on the page, or by browsing. 
3. Hover over the unique Transaction ID for the Transaction in the 'Transaction' column.
4. Verify that you are refunding the correct Transaction (this process is irreversible).
5. Click the 'Refund' Link.
6. Click 'OK' on the Pop-up after verifying you are cancelling the correct subscription. 

Special note: if the Transaction is also associated with an active Subscription that you would like to cancel, then simply click the 'Refund & Cancel' link in step 5 instead of clicking the 'Refund' link.

Brief Overview

If you have already found the user's Transaction as explained in the steps above, you can review this gif for how to correctly refund a Transaction:

Technical Requirements

For this process to work correctly, your gateway  must be setup correctly first. 

If you are using PayPal Standard as your gateway, Advanced Mode needs to be correctly configured in order to utilize this functionality of MemberPress. To review setting up Advanced Mode in PayPal Standard, please visit  this page. 

If you are using Authorize.net as your payment gateway, refunds are not possible through MemberPress. You will need to go to your Authorize.net account to initiate a refund.