How to Register a Refund through GoLearn

Problem

You have refunded a member outside of GoLearn and need to record that refund against their account, clearing the member's credit balance.

Find the member
- Click Members.
- Search for the member by their name or Card ID number and click Search. The member should now appear in the results.
- Click the More... button next to their name.
Check the credit balance
- Look at the Finance section of the member record. This shows the member's credit (for example, a credit of +20.00) that you are registering the refund for.
Zero the balance
- Click the Zero Balance button.
- The transaction page automatically registers the transaction as a Refund for the credit amount. Use this page to register how you have refunded the customer.
Record how the refund was made
- Click the Exact button.
- Click the means of payment used for the refund (for example Cash, Cheque, Card). Selecting Card records the refund against the generic type "card", which you can find in your reports.
- Confirm you are happy with how you have registered the refund.
Continue
- Click the Continue button.
- The credit is no longer available and has been registered as a refund. It shows in the member's Financial Information transactions.

This process registers that a refund has been actioned outside of GoLearn. It does not complete the transfer of funds for you.
This process only works for standalone customers.
To remove a participant from a class and refund remaining credits through Gladstone360, see How to Remove a Participant from a Class and Process Refunds in GoLearn.