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Must know
  • Tax comes back at the rate each line was charged when the family paid, not today’s rate.
  • Service fees and surcharges are grouped in one Fees charged to user row, and they only come back if the family actually paid them.
  • Refund total on the review step includes tax and fees, so it is higher than the Total refund you entered on the first step.
  • The processing fee your club pays on a card refund is never part of the family’s refund.
The summary sits under the line items on the Review refund step, in this order: Original Total, Selected subtotal, tax rows, Fees charged to user, Refund total. Original Total. Despite the label, this is the invoice’s subtotal before tax, not what the family paid. Selected subtotal. The pre-tax amounts you entered on Set refund amounts, capped per line at what is still refundable on it after discounts and earlier refunds (shown as Max). It matches the Total refund on that step. Tax rows. Tax is refunded line by line, at the rate each line was charged. A tax-exempt line returns no tax, and repeated partial refunds settle together, so no cent is lost or returned twice. One tax reads Sales tax (9%), or plain Sales tax when the lines mix rates. Clubs with several taxes see one row per tax, named with its rate. Fees charged to user. Select the info icon to see Service fee, each surcharge by name, and Total fees (older invoices show one Surcharge line). Fees come back in the same share as the subtotal you are refunding, and a surcharge is returned exactly once across partial refunds. If the invoice was paid offline (cash, cheque, E-transfer or a recorded payment) and the fee was only quoted for online payment, no fee was collected and none comes back. Refund total. Selected subtotal plus tax plus fees. Gift cards. If a gift card paid part of the order, Returns to gift card •• 1234 rows follow, then Refunded to original method for the rest. The gift card portion returns automatically. This split only applies to Original payment method. Other cases. Tax and fees are the same whichever destination you pick. When no tax or fee returns, you see only Original Total and Refund total, except that clubs with several taxes still see each tax row at 0.00.A0.00. A 0 cancellation (the button reads Review cancellation) shows a $0.00 Refund total. Not shown here: the processing fee. It applies only to money going back through the card processor, so cash, E-transfer, account credit and the gift card portion carry none. It is your club’s cost, not the family’s. Related: Why does a refund cost my club more than the amount refunded? · How do I refund a customer on a paid invoice? · Where can a refund go: card, cash, e-transfer or account credit? · How do I choose payment methods and add a service fee?