Processing Partial Refunds

Overview

In some cases, you might need to do partial refunds for your users (e.g. if you want to prorate the cancellation). MemberPress does not presently have a partial refund feature. However, you can do a partial refund manually, and this document will show you how.

Please be sure to read through them all before proceeding as your ability to follow the steps quickly will be important for your user's uninterrupted access to your site's protected content. This is because processing a refund on the gateway level will trigger the payment to be marked as refunded in MemberPress and refunded transactions do not allow access to protected content. 

Note: Keep in mind that you will need to manually calculate the prorated amount in case you wish to do a prorated refund.

Steps to Offer Partial Refunds

1. Process the partial refund at the gateway level. You can find instructions for how to do this for our supported gateways* by clicking on these links: Stripe, PayPal, and Authorize.net. If you need more help than those links provided or for third-party gateways, please reach out to the gateway's customer support as our support will not help with this step. 
2. Navigate to your WordPress Dashboard > MemberPress > Transactions tab. 
3. Search for the transaction you just refunded using the search options at the top right of the page. 
4. Hover over the transaction's unique ID.
5. Click the Edit link. 
6. On the edit page make the following changes:
   1. For Status, change it from Refunded to Complete.
   2. (Optional) For Sub-total, edit the price to reflect what the user has now paid. This will be the amount they originally paid, minus the refund (e.g. $10 (paid) – $2 (refunded) = $8).
7. Click the Update button at the bottom of the page.

Brief Video of Steps 2-7

*Special note about the MemberPress Offline gateway: If your user signed up using the offline gateway, you can refund them outside of your MemberPress site, and if needed, edit the transaction as outlined in step 6b if you would like. Otherwise, you can do nothing, and the user will not lose access assuming the transaction has not yet expired.