> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I refund a membership or pass, and what happens to the holder's access?

> Refund a membership or pass line from the invoice, and choose separately whether the holder's access ends today, at the end of the paid period, or not at all.

<Note>
  **Must know**

  * **Two choices.** Each membership or pass line has two separate choices: how much money to return, and what happens to access.
  * **Access.** **End access now** stops access and its charges today, **End after \[date]** keeps access until the paid period ends with no next charge, and **Keep access** changes nothing.
  * **Email.** The family gets an **Access ended after a refund** email whenever access ends, even with no money returned, unless your club has turned that email off.
  * **Enrollments stay.** Ending a membership or pass that a program requires shows a warning, but does not unenroll the athlete.
</Note>

**Where to find it.** Open the invoice and click **Issue refund**. You need the **Edit Financials** permission. A custom line (one staff added to the invoice) only takes an amount, since there is no membership, pass or item behind it.

<Steps>
  <Step title="Choose the money">
    On **Set refund amounts**, every refundable line starts ticked, so untick any you are not changing. A membership or pass line offers **No refund**, **Refund unused days**, **Refund unused credits** or **Refund unused portion** (with the amount), **Refund full amount**, or **Custom amount**. Passes, and memberships with **Prorate partial periods** on, start on the unused amount; other memberships start on the full amount.
  </Step>

  <Step title="Choose the access">
    The second choice on the line starts on **End access now** (**Remove unused credits** on a credit pass) unless access is already ending. Switch it to **Keep access** if the holder should keep using it. A hint underneath confirms the effect, such as "Access stops today".
  </Step>

  <Step title="Review and confirm">
    Click **Review refund** (**Review cancellation** when no money is returned). Rows are marked **Ends now**, **Credits removed** or **Ends at period end** before you confirm.
  </Step>
</Steps>

| Line | Access choice | What it does |
| - | - | - |
| Any | **Keep access** / **Keep credits** | Nothing changes |
| Membership | **End after \[date]** | Active through the paid period, no next charge |
| Membership | **End access now** | Ends the membership and its charges today |
| Credit pass | **Remove unused credits** | Ends the pass today, removing its unused credits |
| Unlimited pass | **End access now** | Ends the pass and its charges today |

**Ending access without a refund.** Choose **No refund** with **End access now** or **Remove unused credits**. **No refund** with **End after \[date]** only schedules the end: the line stays active and the confirmation reads "Access updated."

**Earlier periods.** On a line for a past period, the dialog notes "This line paid for an earlier period. Ending access ends the current one."

**If a program needs this access.** If a program requires what you are ending and nothing else the athlete holds covers it, the review step names it under **Programs that need this access**. Enrollments are not changed and you can continue.

**What the family is told.** The **Access ended after a refund** email lists each membership or pass that ended or is set to end, and goes even if the card refund fails, unless your club has [turned that email off](/club/communications/how-do-i-edit-or-turn-off-a-built-in-notification).

**Queued for review.** If the daily refund limit holds a card refund for review, the access change waits with it.

**Punch cards.** If your club uses punch cards, a punch card line shows "\[N] of \[M] punches unused - suggested \$\[amount]" with **Keep card** or **Void card**. Voiding also stops any re-purchase subscription.

**From the membership itself.** To cancel a membership now or at period end from the membership, see [How do I cancel or remove a member's membership?](/club/memberships/how-do-i-cancel-a-members-membership)

**Related:** [How do I refund a customer on a paid invoice?](/club/refunds-cancellations/how-do-i-refund-a-paid-invoice) · [Which purchases can I refund?](/club/refunds-cancellations/which-purchases-can-i-refund) · [What happens when a refund is queued for review?](/club/refunds-cancellations/refund-queued-for-review) · [How do I see who holds a pass and their credits?](/club/passes/see-who-holds-a-pass)