Create refund request - Action in Automation

Introduction

Depending on your system configuration, when a Contract is cancelled, it could cause a member's balance positive. Perhaps, you would want to create an automatic Refund request in such a situation. Create refund request action allows you to automatically create the Refund request when a member's Contract is cancelled.

• This article will show you how the Create Refund Request action works. 
• This article will be useful to PG Champion, Administrator, Club Manager, Finance and Accounting and Club Owner. 

Before you start 

If you need some more information on the Refund Request process, go to this article. Learn more about Automation. 

Feature description

1. Create refund request Action can be configured to be executed when the User contract has been cancelled Event occurs in the system.
2. It will create the Refund request assigned to a given member and display it on their Profile.
3. The Refund amount will be calculated from the transactions performed on the cancelled Contract.
4. If the Refund amount calculated is lower or equals 0, nothing will happen.
5. The Refund payment method is the bank account.

If a member does not have a bank account assigned to their Profile (e.g. Direct debit set up as their payment source), the Refund request will not be created.