Must know
- Tuition rows start on Unenroll. In Set refund amounts every eligible line opens ticked at its full remaining amount, so confirming unchanged ends the class. Switch tuition rows to Keep enrolled to keep the class. Its tier and monthly charge then stay the same.
- Max is what’s left. A row’s Max is what the line collected after discounts, less earlier refunds (settled or pending). Rate-card rows take $ or Minutes.
- Four destinations. Refund to offers Original payment method, Record cash refund (handled outside the platform), Record E-transfer refund and, if the invoice has a guardian account, Account credit (added to the family’s balance). Only the original method sends money back through the card or bank.
- Who can do it. Refunding needs Edit Financials. Rate Cards is turned on for your club by Uplifter. If you don’t see Rate Cards under Settings > Financials, contact Uplifter support.
1
Open the invoice
In Financials > Invoices, open the invoice and click Issue refund (Cancel items on an unpaid invoice whose items already took effect).
2
Keep or end the class
Untick lines you aren’t refunding. To keep the class, switch each tuition row from Unenroll to Keep enrolled. Leave Unenroll to end it.
3
Enter the amount
Type dollars, or click Minutes (the dollar value shows below). Enter it before tax. Tax is added. More than Max blocks Review refund.
4
Choose Refund to and confirm
Refund to shows once the Total refund is above 0.00. If **Original payment method** is greyed out, **Record cash refund** is preselected. E-transfer takes an optional **E-transfer confirmation number** ([compare the destinations](/club/refunds-cancellations/refund-destinations)). Click **Review refund**, then the button that names the destination, like **Confirm & Refund X**.
With nothing refunded, the buttons read Review cancellation and Confirm cancellation. A Keep enrolled refund still counts as paid this cycle, so the tier and any later mid-cycle upgrade charge don’t change, and it adds Goodwill / credit bucket (optional) at the top. Unenrolling the athlete’s last rate-card class (a paused class still counts) ends their monthly rate-card charge.
How minutes convert. The toggle shows when the program has weekly minutes. A minute is worth the line’s amount after discounts, divided by 4, then by the weekly minutes in effect today (or on the start date, if later).
Limits. Only Original payment method refunds carry a fee, send the family a refund email, face the balance check (Financial Admin staff see Top Up & Continue) and count toward the daily refund limit. Over it, the refund is held for review and nothing is cancelled until approved. With cash, E-transfer or account credit, unenrolling can still send the Program Cancellation email if your club has that rule on (which emails go). Payment-plan installment invoices only take money back. Imported invoices use Record refund.
Cancel an enrollment with a refund. On the program’s Athletes tab, click Cancel and tick Also refund this enrollment. It starts at what’s left on the current cycle, with $ / Minutes and Refund to (no E-transfer). Full steps.
Cancel a session with credits. Open the session from the program’s Sessions tab, choose Cancel session in the three-dot Session actions menu, tick Refund enrolled athletes and click Continue to refunds. Credits start at the session’s minutes times the per-minute rate, up to Max, and leave enrollment and tier alone.
Session credit limits. If a ticked athlete has no card payment (for Original payment method) or no guardian account (for Account credit), Refund to switches to cash. Minutes needs a per-minute rate for every ticked athlete. Card credits over the daily limit are rejected as a whole batch. For a cancelled session, use Issue session credits. If Family pass credits fail to load, Cancel now and review credits later appears.
Related: How do I refund a customer on a paid invoice? · How does rate-card billing charge families? · What is the $1,000 daily refund limit? · How do I cancel an enrollment and refund it in one step?