Issuing refunds is REALLY COMPLICATED and NOT INTUITIVE and needs to be simplified from both the events page AND the finances page.
Issuing credit through the system in 1 step without having to make all the entries. You give credit in affinity and it transacts to the member's account - recorded - reflected done.
Roger Brooks commented
Steve has done what he can since this post to make the help page a bit more helpful, but the process still could use some improvement.
1. Refunds could be better integrated into the invoicing process, since refunds are generally applied against invoices.
2. The exclusion of fully settled invoices from the process is arbitrary and counter-intuitive, as this is a common use case: a member has overpaid an invoice, perhaps due to incorrect options selection and is due a refund, but first the invoice needs to be voided or edited and then the refund generated against the open payment balance.
3. It would probably be easier to understand (and use) if refunds were separated from payments.
4. In particular, the terminology "Add refund" is misleading. Instead, the button should be labeled "Record refund". This is one of the things that makes it counter-intuitive. If I *add* a refund I expect it to reduce *the amount the member owes the club". Entering a refund in Wild Apricot is however intended to record a refund *being paid out* to a member (or contact) and therefore reduces *the amount the club owes the member*.