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 usersearch_and_select_user.jpg
  2. Select Voids, Transfers, and Refunds
    select_voids__refunds____transfers.jpg
  3. Click the History Icon (clock) next to your payment plan
    select_history_log_next_to_payment_plan.jpg
  4. Scroll to your most recent payment and click Refund
    select_refund_next_to_most_recent_payment.jpg
  5. Review information
    fill_in_refund_fields_for_payment_plan.jpg
    • Payment Type: Select payment type to refund
    • Item: Select items to refund
    • Balance Due/Balance Reduction/Refund Amount: Edit amount(s)
    • Admin Fee: Select an admin fee
    • Refund Reason/Note: Enter a comment or reason
  6. Click Continue
    select_continue_to_refund_payment_plan.jpg
  7. Click Submit
    select_submit_to_refund_payment_plan.jpg
  8. View receipt; click Close to exit
    select_close_after_viewing_receipt.jpg
  9. Navigate to the top refund (Purchase) and click Refund
    select_refund_next_to_next_payment.jpg
  10. Review information
    review_refund_information_for_payment_plan.jpg
  11. Click Continue
    select_continue_to_refund_payment_plan.jpg
  12. Click OK to remove from roster
    select_ok_to_remove_from_roster_with_payment_plan.jpg
  13. Click Submit
    select_submit_to_refund_next_payment.jpg
  14. View refund receipt
    view_refund_receipt_for_payment_plan.jpg



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