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Wiki source code of Waiver/Refund Request

Version 4.1 by Isaac Mejia on 2026/06/08 19:59
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 How to properly request a waiver/refund for invoices, including late and/or return fees.
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5 == Look Up The Member ==
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7 [[image:1560182961.png]]
8 If there are multiple names, make sure you select the primary member when looking up their Member Profile.
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10 == Choose Your Item ==
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12 [[image:1560182970.png]]
13 From the Transactions Tab, within the eFit section (default), any items on-hold, or invoiced can be waived, whereas invoices already paid will be refunded.
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15 1. Check the box(es) of the item(s) you'd like to request to be waived or refunded
16 1. Select the box at the top of the column to process the request.
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18 == Populate Data ==
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20 [[image:1560248568.png]]
21 Fill out the amount and reasons. You don't have to have the full amount to be waived/refunded. You can choose a partial amount, such as only $15.
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23 Hit Send Refund/Waiver Request after you are done.
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25 == Submit Request ==
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27 The Request will be sent to eFit Financial and will either be accepted and processed or denied and sent back.
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29 Even though the request was submitted, it is the clubs responsibility to follow up on the response to the request.
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31 **Sometimes the request is denied as it is connected to contract (recurring dues) or the account needs to be replaced. An easy way to qualify a waiver is to know what charges are in-house and what are not. All fees are from eFit. All contractual dues, POS, Activities, and Specials are from the Club.
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33 //**WE DO NOT WAIVE RECURRING CLUB DUES ALREADY PAID AT THE CLUB, THEY MUST BE NOTATED AS PAID UNDER POST A PAYMENT ACCORDINGLY.**//