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# coreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard


# [coreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard](https://app.tango.us/app/workflow/4d876b56-d8cd-4ffe-9b53-738ecf636df4?utm_source=markdown&utm_medium=markdown&utm_campaign=workflow%20export%20links)


This guide provides a step-by-step walkthrough for refunding a **membership sale** or **payment** through the **Orders Dashboard**. It’s important to note that both **startup sales** and **recurring payments** are recorded as orders within the **Orders Dashboard**.

### 1. Click on Orders


Begin by navigating to the **Orders** menu from your **coreFORCE Admin Panel**.

![Step 1 screenshot](https://tinyurl.com/26xx4xq8)

### 2. Click on Dashboard


In the **Orders** menu, select the **Dashboard** submenu.

![Step 2 screenshot](https://tinyurl.com/27megltv)

### 3. Order List


On the **Orders Dashboard**, you'll find a list of all existing orders in **coreFORCE**. If some orders are not visible, adjust the **filter settings** at the top to ensure you're viewing the desired data.

![Step 3 screenshot](https://tinyurl.com/27562uce)

### 4. Select Order


Click on the **order** you want to refund.

![Step 4 screenshot](https://tinyurl.com/2bo9tqub)

### 5. Click on REFUND


At the top of the **Order Details** page, locate the **Refund** option.

![Step 5 screenshot](https://tinyurl.com/2bd6df99)

### 6. Items Section


Go to the **Items** section and enter the correct **return quantity**.

![Step 6 screenshot](https://tinyurl.com/23mw7vkp)

### 7. Content


To add a note about the refund to this order, enter your content in the **Content Box**. If you want the customer to view this note, select the **Printed on Receipt** option.

![Step 7 screenshot](https://tinyurl.com/28h7sxjt)

### 8. Click on ADD NOTE


Click **Add Note** to attach the content to the order.

![Step 8 screenshot](https://tinyurl.com/2bk8rgh9)

### 9. Send Gift Card


You can choose to issue a **gift card** as an alternative to refunding the previously used **payment method**.

![Step 9 screenshot](https://tinyurl.com/26dbtbas)

### 10. Click on PROCESS REFUND


To refund using the original **payment method**, click the **Process Refund** button.

![Step 10 screenshot](https://tinyurl.com/22hk2qtc)

### 11. Cancelling the Membership


Keep in mind that refunding the payment will not cancel the **membership**. If you also need to cancel the membership, there are two ways to do this:

**Option 1:**

1. Navigate to the **Contacts** menu and select the **Contacts** submenu.

    
2. Locate the client and open their **Contact Details**.

    
3. Go to the **Membership** tab.

    
4. Enter an **End Date** for the subscription to cancel it.


![Step 11 screenshot](https://tinyurl.com/248h38co)

### 12. Cancelling a Membership Option 2


To stop the membership immediately, set the subscription as **Inactive**:

1. On your **coreFORCE Admin Panel**, press **Shift + Shift** to open the global search.

    
2. Search for **Contact Subscription Maintenance** and select it from the results.

    
3. Locate the client’s subscription by searching for their details.

    
4. Mark the subscription as **Inactive** to stop it immediately.


![Step 12 screenshot](https://tinyurl.com/2de5stzy)