1. Find Account  
2. Click “Activities”
3. Click on the row of the activity with the payment to be refunded 
4. Click “Transactions” 
5. Click “Refund” for payments made via credit card or “Refund via A/P” for payments made via cash or check
6. Enter full or partial refund amounts. If other activities were paid via the same payment, they can be refunded together.
7. Enter comment
8. Click “Save”
9. For “Refund via A/P”, follow your YMCA’s procedure for submitting the refund to the Finance Department. Although the refund is reflected in the SGA Sales system, it will not be issued to the member automatically.

Notes:

• If the member cannot receive the refund via credit card (e.g., card is no longer valid), uncheck the box next to the card before clicking “Save” and follow your YMCA’s procedures for “Refund via A/P”. The refund must be issued manually — it cannot be refunded to a different payment method.
• Removing a payment, either by refund or void, does not negate the sale and the system will attempt to collect payment by creating a new payment plan record.  The sale needs to be adjusted to $0 or cancelled to prevent a second payment from processing once the original payment has been removed by refund or void.