How Do I Record a Refund/Credit against a Fully-Paid Membership Billing Line?

When a Membership Billing Line is fully paid it can no longer be selected when creating/importing new Receipt/Payment Transactions, or clicked from the Membership Assignment Payment Plan.

So how do I create a refund or credit transaction if I later need to refund the billing line payment?

Here is a simple workaround:   

• Open the original Receipt Transaction and click the "Copy Batch" button to create a mirror receipt reversal transaction.
  • Note this will copy all transaction lines in the Receipt/Payment Batch so you may need to delete unwanted lines later.
• In the copy, edit the following fields:
  • Date: the copy process defaults today's date.
  • Account: only if the refund is paid from a different account.
  • Cost Code: change to a Payment Cost Code (eg. "Membership Refunds").
  • Line Amount: edit if this is a partial refund, otherwise accept the copied value. 
• Save Changes
  • The Receipt/Payment transaction will now apply the payment value (as a credit) to the membership billing line to either fully or partially refund it.