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Must know
  • Any invoice where money has moved can be refunded — including those marked Paid, Partially paid, or Partially refunded; unpaid invoices are cancelled instead.
  • Refunds are issued by selecting line items, never as a free-form total.
  • Choose Cancel & refund (the default — also ends each line’s enrollment or order) or Refund only (keep items active) to return money without cancelling anything.
  • Send the money to the Original payment method, or Record cash refund for money you handed back outside Uplifter.
Refunds start from the invoice, where you pick which line items to return money for and how much per line.
1

Open the invoice

Go to Financials → Invoices and open the invoice you want to refund. A paid invoice shows an Issue refund button in the header.
2

Start the refund

Click Issue refund. Every active line item is pre-selected, so you can quickly do a full refund or adjust individual lines for a partial one. At the top, keep Cancel & refund (the default) or switch to Refund only (keep items active).Only program enrollments and store products can be refunded. If the invoice also has a membership, pass, or event or competition line, don’t start from Issue refund — it pre-selects every active line and won’t let you drop those, so the refund is blocked. Instead, close the dialog and tick the checkbox beside each program or store line on the invoice (only those lines show one), then click Review to reopen the flow with just those lines.
3

Set the amounts

On Set refund amounts, enter the amount to return for each line. Each line shows a cap (e.g. Max $45.00) from the price originally paid. If that line already had a partial Refund only, less remains than the Max shows, and the true limit is checked when you continue.
4

Choose where the refund goes

Under Refund to, pick Original payment method to send money back to the card used, or Record cash refund to log money returned outside the platform (no card refund is issued).
5

Review

Click Review refund. The preview lists the selected lines and a Refund total, including the tax and any service fee returned to the customer.
6

Confirm

Click Confirm & Refund X∗∗(or∗∗RecordcashrefundX** (or **Record cash refund X for a cash refund). A card refund is submitted to your payment processor and the customer is emailed automatically.
To return no money but still remove the charge, stay on Cancel & refund and set the line to $0.00. Related: Which purchases can I refund? · Why does a refund cost more than the amount refunded? · What happens after I issue a refund? · Cancel a line item without refunding