Issuing GoCardless Refunds in Coacha

There may be occasions where you need to return a payment to a member, whether due to a cancelled class, duplicate payment, or change in booking. Coacha makes it simple to record and issue refunds quickly and efficiently.

This guide will walk you through how to issue refunds in Coacha for GoCardless payments.

GoCardless refunds

Before beginning to refund your members, you will need to ensure that this feature is enabled both within Coacha and GoCardless. 

Head to your GoCardless account settings and allow for a refund to be actioned. More information can be found here: GoCardless - Refund a payment

Once this has been done you will be able to enable this in Coacha by heading to MONEY > SETTINGS. 

 

Remember to hit Save to keep your changes! 

Locate the payment to be refunded

There are a number of ways to find the payment you would like to refund. However, the easiest method in is to simply head to the member's profile. 

Head to PEOPLE > YOUR MEMBERS and find the member you would like to refund, here you will be able to go to their profile and click the 'Payments' tab:

Alternatively, you can find the payment by heading to the Money >Money Dashboard and locating the payment through the search function. 

Issue the refund

Hit the 'Refund' button in line with the payment you would like to refund.

When you issue a refund on a GoCardless payment, you are able to automatically refund the payment to the member's card, and there is nothing more for you to do - it really is that easy!

IMPORTANT: Please ensure you tick the box for 'Also refund payment automatically in GoCardless':

GoCardless refunds typically take 1-2  business days to appear on a the members bank statement. This timeline is dictated by the customer's card issuer or bank and not by Coacha. 

Need help?

If you need any help with this process, please contact the support team at [e-mail].

Thank you
Coacha Team