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How do I refund a member in Heartbeat?

  • Updated
A refund returns the money. It does not cancel the member's subscription or remove their access to your community. Handle those separately in Offers.

How to issue a refund

  1. Find the transaction in the Transactions tab.
  2. Open the 3-dot menu on that row.
  3. Select Refund and confirm.
  4. Then, press Begin Refund.
  5. On the next step, select your refund amount (total or partial). You can optionally select a reason and leave a comment.

The member sees the refund as a credit roughly 5–10 business days later, depending on their bank. The transaction will now be listed as "Refunded":

 

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