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# coreFORCE Advanced - Memberships: Refunding Membership Payments Via The Contact Menu


# [coreFORCE Advanced - Memberships: Refunding Membership Payments Via The Contact Menu.](https://app.tango.us/app/workflow/f8a5fa24-d343-4330-8950-8f0ed92f1a59?utm_source=markdown&utm_medium=markdown&utm_campaign=workflow%20export%20links)


This guide explains how to refund **membership payments** by accessing the order through the **Contact Record**, allowing you to efficiently search for a customer’s record and view their individual **Order Details**.

### 1. Click on Contacts


In your **coreFORCE Admin Panel**, navigate to the **Contacts** menu.

![Step 1 screenshot](https://tinyurl.com/2yqkr2r5)

### 2. Click on Contacts


Select the **Contacts** submenu.

![Step 2 screenshot](https://tinyurl.com/24uh38th)

### 3. Contacts Page


On the **Contacts Admin** page, use the **search bar** to find the contact by **name**, **email**, **phone**, or other criteria. Alternatively, you can locate the contact directly from the **Contacts List** below.

![Step 3 screenshot](https://tinyurl.com/27ad4qoo)

### 4. Select your Contact


Locate the desired **contact** and double-click on the entry to open the **Contact Details** page.

![Step 4 screenshot](https://tinyurl.com/2628y4h6)

### 5. Click on Orders


In the **Contact Details** page, navigate to the **Orders** tab. Here, you’ll find all **membership payments** and **customer orders** associated with the contact.

![Step 5 screenshot](https://tinyurl.com/2yn6l979)

### 6. Order Info


Find the **order** you wish to refund.

![Step 6 screenshot](https://tinyurl.com/2xk69qtz)

### 7. ID Field


Click on the **Order ID** field to open the customer's corresponding order in the **Orders Dashboard**.

![Step 7 screenshot](https://tinyurl.com/24blkrj6)

### 8. Click on REFUND


On the **Orders Dashboard** page for the selected order, locate the **Refund** button at the top of the page.

![Step 8 screenshot](https://tinyurl.com/289waffj)

### 9. Items Section


In the **Items** section, adjust the **returned quantity** to match the quantity ordered if you are refunding the full payment amount.

![Step 9 screenshot](https://tinyurl.com/2aczrjh5)

### 10. PROCESS REFUND


To process the refund, you have two options:

1. Issue a **gift card** instead of refunding the original **payment method** by selecting this option.

    
2. If not selected, clicking the **Process Refund** button will refund the payment to the original **payment method**.


![Step 10 screenshot](https://tinyurl.com/263vkhr4)

### 11. Notes


If you'd like to add notes, populate the **Content** field and choose whether the note should be viewable to the customer by selecting the **Printed on Receipt** option. Click **Add Note** to save your comments to this order.

![Step 11 screenshot](https://tinyurl.com/252lsfqb)

### 12. 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 12 screenshot](https://tinyurl.com/2xh2o4sy)

### 13. 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 13 screenshot](https://tinyurl.com/2985gses)