Account Management


 

Refund Process for Payment Plans

Overview

This article will show you the refund process for payment plans. You will need to refund the most recent payment first and then work your back from there.

Instructions

  1. Search and select a userrec_search_and_select_user.png
  2. Select Voids, Transfers, and Refunds
    voids_transfers_refunds.png
  3. Click the History Icon (clock) next to your payment plan
    payment_plan.png
  4. Scroll to your most recent payment and click Refund
    refund.png
  5. Review information
    review_refund_info.png
    • Payment Type: Select payment type to refund
    • Item: Select items to refund
    • Balance Due/Balance Reduction/Refund Amount: Edit amount(s)
    • Admin Fee: Selet an admin fee
    • Refund Reason/Note: Enter a comment or reason
  6. Click Continue
    continue_refund.png
  7. Click Submit
    submit.png
  8. View receipt; click Close to exit
    close_receipt.png
  9. Navigate to the top refund (Purchase) and click Refund
    refund_top.png
  10. Review information
    review_info.png
  11. Click Continue
    continue2.png
  12. Click OK to remove from roster
    OK.png
  13. Click Submit
    submit2.png
  14. View refund receipt
    view_receipt.png



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