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Must know
  • Refunds to Original payment method (card or bank) come out of your balance. If it can’t cover the refund, the review step shows Insufficient balance with what is available and what is required.
  • Top up on the spot: staff with the Financial Admin permission can click Top Up & Continue to add funds by card and finish the refund.
  • Other destinations skip the check: choosing Record cash refund, Record E-transfer refund or Account credit avoids it.
Why your balance is checked. Refunding to Original payment method sends money back through your payment processor (card or bank), out of your club’s balance, so Uplifter checks the balance can cover it. The check runs on the Review refund step and again when you confirm. While the Insufficient balance box shows, the confirm button stays disabled. The other three destinations move no processor money and are never checked. Reading the box. It reads “Available: X⋅Required:X · Required: Y”. Available is your balance minus refunds already on their way. Only the part going back through the processor is checked: any part returning to a gift card or restoring account credit comes off first. Top up and continue (Financial Admin only).
1

Click Top Up & Continue

Top Up Balance opens pre-filled with the whole refund going back through the processor, plus any amount your balance is already below zero, not just the gap. Adjust it if needed, then click Continue.
2

Pay for the top-up

Continue shows the Card processing fee and Total charged. Pick a card saved to your club’s Uplifter billing, never a family’s, and click Confirm & Pay [total].
3

Finish the refund

The box shows “Confirming your top-up”. Uplifter never sends the refund for you: once the box clears, click Confirm & Refund [amount]. If the balance hasn’t caught up, click Check again. Top Up starts another top-up.
Staff without Financial Admin see Available and Required but no top-up button. Other ways through. Click the back arrow to return to Set refund amounts and pick another Refund to option (Account credit needs a guardian account on the invoice). Or wait for more family payments to settle, then try again. Good to know. You can also top up anytime with Top Up Balance on Financials > Payouts. When a family pays for a spot that filled up first, the automatic refund skips this check. See Why was a paid drop-in refunded automatically? Related: What is a balance top-up, and how do I add funds to my balance? · Where can a refund go: card, cash, e-transfer or account credit? · Why does a refund cost my club more than the amount refunded? · How do payouts to my bank work?