Refunds
Refund a student in full or in part through Stripe or Square from the class roster, record cash refunds, refund a group, and see what a refund changes.
Updated · JoinCPR help center
Refunds are issued from the class roster (or the student profile). They are never automatic: cancelling a registration, cancelling a class, transferring a student or deleting a class does not move any money.
Which action you will see
| Payment | Menu item |
|---|---|
| Paid by card through Stripe or Square | Issue Refund |
| Marked as paid manually (cash, check) | Mark as Refunded |
| Member of a group paid by card | Refund This Student and Refund Entire Group |
| Member of a group paid manually | Mark as Refunded |
Only admins and staff can refund. Items appear only while there is still something left to refund.
Issuing a refund
- Choose Issue Refund. The window shows the original amount, anything previously refunded, the amount available and the processor.
- Pick Full refund (the whole remaining amount) or Partial refund and enter an amount.
- Optionally add an Internal reason (staff only) and a Note to student (included in the email).
- Click Issue Refund.
What happens:
- The money is refunded through your Stripe or Square account. Errors from the processor appear in the window ("Stripe error: …").
- The registration records the refund. A full refund also sets the status to Cancelled, which frees the seat. A partial refund keeps the seat and status.
- The roster shows Refunded (full) or Partially Refunded and "Refunded $X" under the amount.
- The receipt is updated to show the refund and a net amount. See Receipts.
- The student receives the Refund Processed email with the amount, your note, and the updated receipt attached as a PDF. For a group payment only the payer gets the receipt; other members get the email without it.
After a partial refund, "Full refund" refunds whatever remains.
Cash and other offline refunds
Mark as Refunded records a full refund of the remaining amount without contacting any processor. Use it after you have handed back cash or written a check. The student still receives the Refund Processed email and the registration is cancelled.
Group refunds
- Refund This Student refunds that member's equal share of the group payment (group total divided by the number of students) and cancels only that member.
- Refund Entire Group refunds the amount you choose against the group payment, splits it evenly across the active members, cancels them all on a full refund, and emails each student.
Always refund groups from the class roster, where the group actions are available. See Group registrations.
Refunds made in Stripe or Square directly
If you refund from your Stripe or Square dashboard instead, JoinCPR is told by the processor and mirrors it: the registration and receipt are marked refunded (a full refund also cancels the registration and frees the seat), and the student receives the Refund Processed email for the amount of that refund with the updated receipt PDF attached. For a group payment the payer is emailed.
Refunding inside JoinCPR is still preferable because you can add a note to the student and see the result on the roster immediately rather than after the processor's notification arrives.
Notes
- Refund a test-mode payment while in test mode and a live payment while in live mode. Switching modes in between causes a processor error.
- A registration that was marked Unpaid cannot be refunded; there is nothing recorded as paid.
- Refund totals are subtracted from Net Revenue in Reports.