Skip to main content
Must know
  • Payment plans are off by default. It’s a club feature that only Uplifter can turn on.
  • Each invoice refunds only what it collected. Refund the deposit from the order invoice and each installment from its own invoice.
  • Refunding an installment returns that payment only. The schedule keeps running until you stop it.
  • Cancelling an enrollment with installments still owed asks you to choose. Pick Keep collecting or Stop collecting for the rest of the balance.
One enrollment, several invoices. The order (checkout) invoice collects the deposit, plus any installments whose dates had already passed when the family registered. Each later installment is collected on its own installment invoice, linked from the order invoice’s Payment plan section. Refunding from the order invoice. Open it under Financials > Invoices and click Issue refund. The negative Installments (charged later) row is greyed out: “Installments are refunded from their own invoices once charged.” Each program line refunds at most what this invoice collected, shown beside it as Max $[amount]. A program line starts on Unenroll, which also cancels that athlete’s remaining installments for the program. Switch it to Keep enrolled to return money only. Refunding an installment invoice. Open the installment’s invoice and click Issue refund. The dialog reads: “Installment [N] of [M] on the [program] plan (order [reference]). Refunding returns this payment only; the schedule is unchanged. Stop future installments from the order invoice or the roster.” Its lines have no keep-or-cancel choice, only an amount. You can’t cancel an installment invoice. Cancel invoice on one is refused: “This is a payment plan installment. Stop collecting it from the plan instead of cancelling the invoice.” Stopping installments but keeping the enrollment. Click Cancel installments on the order invoice. See How do I manage an invoice that’s on a payment plan? for what it does. Cancelling the enrollment. Any refund is set in the first dialog, before you decide the balance.
1

Start the cancel

Choose Cancel Enrollment from the program’s row menu on the athlete’s Programs tab, or click Cancel beside the athlete on the program’s Athletes tab.
2

Add a refund, if you're giving money back

In Cancel enrollment?, tick Also refund this enrollment (this needs permission to edit financials). The amount is capped at what the family has paid so far, for example: “Up to [X]paidsofaronthispaymentplan:[X] paid so far on this payment plan: [Y] at checkout and $[Z] in installments.”
3

Click Cancel enrollment, then choose

Click Cancel enrollment. If installments are still owed, [Athlete] is on a payment plan opens: “Cancelling the enrollment does not decide what happens to the rest of the balance. Choose whether the family still owes it.” Otherwise the enrollment cancels right away.
What happens next. Once you choose, the enrollment is cancelled and any refund you set is spread across the checkout invoice and the installment invoices that collected money. **A 0−depositplan.∗∗Itsorderinvoiceismarkedpaidat0-deposit plan.** Its order invoice is marked paid at 0.00, so there’s nothing to cancel on it. Stop its installments with Cancel installments, or choose Stop collecting when you cancel the enrollment. Related: How do I let families pay for a program with a payment plan? · How do I manage an invoice that’s on a payment plan? · How do I cancel an enrollment and refund it in one step? · Which purchases can I refund?