General


 

Perform a Refund in the Transaction Browser

 

Overview 

This article will show you how to use the Refund tool in the Transaction Browser.

Instructions

  1. Navigate to Functions > Transaction Browser
    transaction_browser_3.png
  2. Apply filters
    Rec_TransactionBrowser_ApplyFilters.png
    • Location Filter: Select filters
    • Payment Type: Select payment types
    • Account Filter: Select users
    • Date Filter: Select Transaction From and Transaction To dates
    • Receipt Number: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results
    Rec_TransactionBrowser_RefreshResults.png
  4. Click the Actions menu next to the Transaction you want to Refund
    Rec_TransactionBrowser_ActionsMenu.png
  5. Select Refund
    Rec_TransactionBrowser_ActionsMenu_Refund.png
  6. Review Refund information and click Continue
    Rec_TransactionBrowser_Refund_Continue.png
    • Payment Type: Method you wish to issue the refund
    • Balance Reduction: Indicate any amounts and adjustments
    • Refund Amount: Indicate the refund payment type
    • Admin Fee: Apply an administration or cancellation fee, if applicable
    • Refund Reason/Note: Add a comment to indicate the reason for the Refund/Credit (optional)
    • Note: As mentioned above, issuing a refund back to a credit card is not possible 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.
    • Note: If you want to remove the person from the activity while issuing the credit, ensure that the check the box that says "Remove from Activity" 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)
  7. Review the Refund Confirmation and click Submit
    Rec_TransactionBrowser_RefundConfirmation_Submit.png
  8. View Refund Successful page with a Refund/Credit Receipt
    Rec_TransactionBrowser_RefundSuccessful.png



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