Important: It is important to cancel the membership FIRST as well as refund the payment SECOND.

If you do not cancel the membership, the membership will show as active and Overdue. If a membership is Overdue, the system will attempt to collect a payment against the members stored card or prompt the member for payment in the member portal.

This is the same process for cash, cheque and card refunds.

Click on the Memberships tab and then the Edit button on the relevant membership.

This will open up the Membership Summary.  Now click on the Options tab and then the Cancel Membership button.

You can choose to cancel the Membership immediately or you can set it to cancel on a specific date in the future. 

Thats it. The membership plan will now show as cancelled, Now you will need to refund the payment next in step 2

If you accidentally cancelled the membership in error, you can reinstate it by clicking back on the Options tab and then click Reinstate

Now that the membership has been cancelled, you will need to refund any associated payments. Otherwise, these will continue to show up in your reporting.

To do this, first click on the Purchases tab & scroll down to Till transactions

Locate the correct dated transaction & click on the Blue edit button

Then click on the Refund sale button

If you see this message "Your current balance is insufficient to process this refund at this time. Please wait until your balance increases".

Please check your Clubmate Pay Available Balance is enough to cover the required refund. Reporting - Accounting - Card payment portal

If you do not have the funds available & not able to wait? Please arrange a BACS to the member

If the funds are available to cover the refund, You'll see then re-confirm (once you are 100% happy you are refunding the correct payment!)

The pop up will now display confirmation that the transaction has been refunded. You can now click out of the pop up screen.

Also see:
​Cancelling a membership paid by Card