INTRODUCTION
Feature Summary: Admins can manually issue cash refunds directly within CourtReserve for transactions that were paid outside of an integrated payment provider or require an in-person cash return.
Use Cases
No Payment Integration: If your organization is not connected to a payment provider, use the Cash Refund option to manually record and process refunds within the system.
In-Person Cash Refunds: When a refund is given to a member in person, the Cash Refund destination allows admins to log and track that transaction directly in CourtReserve.
Bookings & Lesson Refunds: Process refund requests for reservations and lessons where cash is the desired refund method. Manually issue a cash refund.
SETUP REQUIREMENTS
Accept a Refund Request
To process a member's refund request, go to the side menu and click TRANSACTIONS > REFUNDS. On the next page:
Make sure the Pending Refunds tab is selected.
Use the calendar icons to narrow the display results in the table (optional).
Locate a request row in the table and review the information.
Click the plus (+) icon to expand a request row (optional).
Click the Accept button.
In the popup window, click the Refund Destination field and select Cash. Review the information, add a note (optional), and then click Save.
System users can change the figure in the Refund Amount column and issue a partial refund. This might be useful if, for instance, the club has a penalty rule for late cancellations.
CourtReserve moves the transaction to the Accepted Refunds tab.
Issuing a Cash Refund from a Member's Profile
Admins can also process a cash refund directly from a member's profile. Navigate to the Billing > Transactions tab, locate the transaction, and click the Refunds button. Select Cash as the Refund Destination, modify the refund amount if needed, add an optional note, and click Save.
Important Note on Cash Refunds
Note: Once a cash refund has completed, this action cannot be undone. The refund status will display as Fully Refunded within the system and cannot be reverted or modified.
