Josh Okey
Created Dec 12, 2024coreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard
This guide provides a step-by-step walkthrough for refunding a membership sale or payment through the Orders Dashboard. It’s important to note that both startup sales and recurring payments are recorded as orders within the Orders Dashboard.
Keep in mind that refunding the payment will not cancel the membership. If you also need to cancel the membership, there are two ways to do this:
Option 1:
Navigate to the Contacts menu and select the Contacts submenu.
Locate the client and open their Contact Details.
Go to the Membership tab.
Enter an End Date for the subscription to cancel it.

To stop the membership immediately, set the subscription as Inactive:
On your coreFORCE Admin Panel, press Shift + Shift to open the global search.
Search for Contact Subscription Maintenance and select it from the results.
Locate the client’s subscription by searching for their details.
Mark the subscription as Inactive to stop it immediately.
