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Must know
  • Imported invoices are read-only. Their only action is Record refund: no line selection, and enrollments don’t change.
  • Three destinations. Paid outside Uplifter records money you already handed back, Account credit adds it to the family’s balance, and Original payment method refunds the card used on your previous system, if it can still be refunded.
  • Card refunds are refused, not queued, while another refund is in review or once they would pass today’s refund limit.
Where to find it. Go to Financials > Invoices and open an invoice with the Imported from previous system badge. It has no Issue refund, Cancel invoice or Edit invoice, and the row menu offers only View invoice. On a paid imported invoice, Record refund shows in the header until the whole total is refunded (you need the Edit Financials permission).
1

Click Record refund

The dialog shows “Invoice total [amount]",or"Recordedsofar[amount]", or "Recorded so far [amount] of [amount]−[amount] - [amount] remaining” after an earlier refund. If your previous system already refunded part of the order, it says “Your previous system refunded $[amount] of this order. The total is what the club kept.” and Amount starts empty.
2

Choose where the refund goes

Under Refund to, pick one:
3

Fill in the details

Enter the Amount, up to what remains. For Paid outside Uplifter, also set Refund date (today by default; not in the future or before the invoice date) and Method (Cheque, Bank / e-transfer, Cash or Other). Memo (optional) takes up to 500 characters.
4

Confirm

Click the button for your destination: Record refund, Refund to account credit or Refund to original card. A message confirms it: “Refund of [amount]recorded.","Refundof[amount] recorded.", "Refund of [amount] added to account credit.” or “Refund of $[amount] submitted to the original card.”
When a card refund is refused. A card refund is refused, not queued, while another refund is in review, or once it would pass today’s refund limit: “Today’s refund limit is reached, so a card refund can’t be issued until tomorrow.” A failed card refund (for example, the payment is too old) explains why. Either way, it suggests another destination. Account credit and Paid outside Uplifter never count toward the limit. After you record it. Payment history shows Refunded outside the platform, Refunded to account credit, Refunded to original card or Refund to original card - pending. Related: Which purchases can I refund? · Where can a refund go: card, cash, e-transfer or account credit? · What is the $1,000 daily refund limit? · What do the invoice statuses mean?