Manage Forms
Process a Form Refund
Step 1: Open Form Go to MembershipWorks > Forms Carts Donations and click on the applicable form on the right. Step 2: Locate and Manage Record Click Manage to the right of the user's name. Step 3: Void and Refund Record Select Void & Refund in the ...
Void a Form Checkout
This situation applies when you would like to void a form submission that did not include a payment. Step 1: Access Form Go to MembershipWorks > Forms Carts Donations and click on the applicable form on the right. Step 2: Locate Record to Void Click ...
Export Form Data
Step 1: Open Form Go to MembershipWorks > Forms Carts Donations and click on the name of the form on the right side that you want to export. Step 2: Export CSV Click the Export CSV button on the form dashboard. Step 3: Export All Form Submissions or ...
Record an Offline Payment
This situation applies when you receive a check, cash, or other payment made outside of MembershipWorks for a form transaction and you would like to mark the transaction as paid. Step by Step Instructions Step 1: Access Form Go to MembershipWorks > ...
Link a Form Checkout to an Account
When a member submits a form, our system will automatically link the form submission/transaction to the member's timeline. If the member was not logged in to their account when they submitted the form, our system will still link the form submission ...
