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. 

Important Note

• Credit Card Transactions that use a PIN number can not be refunded.

Instructions   

1. Search for and select a user account
   
2. Select Voids, Transfers, & Refunds
   
   
3. Click the History icon next to your payment plan
   
4. Scroll to your most recent payment and click Refund
   
   
5. Review the information
   
   
   • Receipt #: Select the link to view the transaction receipt
   • Customer: The user who made the reservation will be linked
   • Payment Type: Select payment type to refund
   • Item: Select the items to include in the refund
     • Remove From Roster: If you want to remove the person from the activity while issuing the credit, ensure that this box is selected. If you leave that box unchecked, the refund/credit will be issued, but the person will be left on the roster. (Facility rentals can be left intact in this same way.)
   • Balance Reduction: Indicate any amounts and adjustments
   • Refund Amount: Indicate the amount to be refunded
   • Admin Fee: Select an admin fee, if applicable
     • Balance Due: Enter the fee amount
     • Note: There is a $0.00 default amount. Enter the desired amount so that it can go to the correct General Ledger (GL) account.
   • Refund Reason/Note: Enter a comment or reason
   • Note: You cannot issue a refund back to a credit card on the same day as the original transaction. Additionally, it is important to note that most merchants will only allow for credit card refunds prior to 120 days.
6. Click Continue
   
   
7. If you selected Remove from Roster, select OK on the pop-up
   
   
8. Click Submit
   
   
9. View the receipt; click the X in the top right to exit
   
   
10. Navigate to the top refund (Purchase) and click Refund
    
11. Repeat steps 5-8
    
12. View the refund receipt