If a customer has ever been an account owner for a membership plan subscription, the Billing History section of the Memberships tab will display the customer's previous bills for all membership subscriptions:
Order
Each bill will have an associated order number. You may click on this number to view that bill:
Date
This displays the date that the charge took place for the membership subscription:
Status
This displays whether the charge was successful or not:
Payments
The amount payed will display here:
No amount will display is the payment was unsuccessful.
Refunds
If a refund has been made for a particular charge, the amount of this refund will display here:
Account Owner
This displays the name of the account owner how was charged:
Plan
This displays the name of the membership plan subscription:
Receipt
You may choose to view or resend the receipt email for a previous bill. Click any of these icons to do so:
The email that was send to the account owner for a particular bill will generate in a preview.
Click Send Email to resend this receipt email:
Membership Billing Orders
When a payment is made for a membership subscription, an order is generated for that payment.
An order is created whether it is the first payment for a subscription or a recurring payment.
You may click on any order number to view the order itself:
Membership billing orders will look similar to party or online store orders. However, only certain actions can be taken on a membership billing order.
Order Tab
This tab displays the name of the plan for which the bill was charged, as well as any relevant payment information, including taxes:
Payments Tab
You may use this tab to view the information for a specific payment, or to process a partial or full refund for a membership payment:
Processing a Refund
If you wish to process a refund for a membership order, click on the payment ID of the payment you wish to refund:
Click the Refund button to choose how much you wish to refund to the customer:
Membership billing orders will never contain multiple products.
Check the name of the membership plan:
The default option will be to refund the entire amount.
However, this may be changed by clicking on the name of the plan itself:
If you are editing the amount of the refund, click the checkmark after you have entered a new amount.
Click the Submit button to process the refund. The amount you have chosen will be credited to the account owner's card on file:
You will now see the refund in both the Payment History and Payment Events tabs:
If you return to the customer's Billing History, you will see the refunded amount in the Refunds tab for that particular order:
A receipt email is not automatically sent when a refund is given to a customer.
Click the icon to generate and send a receipt email:
The newly generated email will contain the refund information: