Refund Receipt Requirements for Associations

You can use your own style or format for the refund receipt, as long as the following required information is on the receipt.

  1. Name and address of association.
  2. CardholderÂ’s name as it appears on the card.
  3. Name of member, or person attending conference, if different than cardholder.
  4. Type of card, VISA, MasterCard, or Discover.
  5. Card number.
  6. Card's expiration date.
  7. What the refund is covering, Membership Dues or the name of the conference. 
  8. The reason for the refund.
  9. Date and amount of original charge you are refunding.
  10. The amount and date of the refund.
  11. The following statement: "This credit refund will appear on your monthly card billing statement as from"

Example of refund receipt that could be printed on letterhead:

Receipt for Refund

A Refund has been credited to your credit or debit card for a previously submitted charge as follows: Type of card __VISA, __MasterCard,.__Discover.
Membership Dues for ______________   _____________________________
  Card Holder Name
Name of Conference ______________   
_______________________________    _____________________________
  Member or Conference Enrollee
Date of Charge _______________   if different.
Amount of Charge  $_____________    _____________________________
  Card Number
Reason for Refund _______________   
_______________________________    __________________
  Card Expiration Date
Total Credit Refund $_____________    ____________________________
  Date Refund was Submitted

This credit refund will appear on your monthly card statement as from