How do I process a refund on a payment from a team or angler?
In WPTM you currently cannot directly process a refund to return money back to an individual who made a prior payment. You will need to manually process the refund directly through your payment gateway through the control panel access they give you. For example, you can issue a full or partial refund with PayPal, process a refund with Square, or refund a credit card transaction with Authorize.net.

You can however manage the record of the prior payment in one of several ways that works best for the situation:

1. Credit the payment back to the individual or team and retain a record of the original payment
2. Transfer the payment to another individual or team
3. Permanently delete the payment transaction

Crediting a payment back to the individual or team and retaining a record of the original payment:

1. From the Tournament Setup page of the tournament where you'll be processing the refund, click Reports at the top right of the page, then choose either the Registered Team or the Registered Anglers tab, depending on whether you want to refund a team payment or an individual angler payment.
2. If the report does NOT contain the Amount Paid column, click the Customize Report button and choose it from the list of available "Columns to show", then save the report.
3. Find the team or angler you wish to process a refund for in the report, then click into the Amount Paid text field to edit it. Update the amount to reflect the refund (for example, to issue a full refund change the Amount Paid to zero), then click the Save button in that row and confirm the amount being credited in the prompt that appears:
   

   Image 1: A confirmation window appears on the Tournament Reports page after changing the Amount Paid for an angler record.
4. Once the credit is processed, a new payment transaction is recorded in the Payments report detailing the credit. You can safely remove the angler or team from the tournament and retain records of both the original payment and the subsequent credit to the angler or team.

Transferring the payment to another individual or team:

1. From the Tournament Setup page of the tournament where you'll be processing the refund, click the name of the team or angler you wish to process a refund for.
2. Click the Team Payments tab from the team or angler info window that appears, then find the payment you wish to process a refund for in the list of payment transactions under that tab. Click the actions menu button next to that payment transaction and choose Transfer Payment from the menu.
3. For each line item in the payment transaction, you can optionally choose where that payment will be transferred to. Make your selections and click the blue Transfer Payment button to complete the transaction.
   

   Image 2: In the Transfer Payment window, a payment (highlighted above in red) is transferred from a single angler within a full team payment to another angler on a different team. The remaining payments for this team will remain the same after this transfer.
4. Once the transfer is processed, a new payment transaction is recorded in the Payments report detailing the transfer. You can safely remove the angler or team from the tournament and retain records of both the original payment and the subsequent transfer.

Permanently deleting the payment transaction:

1. From the Tournament Setup page of the tournament where you'll be processing the refund, click the name of the team or angler you wish to process a refund for.
2. Click the Team Payments tab from the team or angler info window that appears, then find the payment you wish to process a refund for in the list of payment transactions under that tab. Click the actions menu button next to that payment transaction and choose Delete Payment from the menu. If you are deleting a team payment, this will remove the entire payment transaction for that team, so be sure to consider using one of the other two above methods for processing a refund if you only wish to do so for an individual angler on that team.
3. Once the payment is deleted, you can safely remove the angler or team from the tournament. The original payment record is NOT retained.