Transaction Browser


 

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 Financial > Transaction Browser
    financial_transaction_browser.jpg
  2. Apply filters
    apply_transaction_browser_filters.jpg
    • Locations: Select locations 
    • Payment Type: Select payment types
    • Account: Select users
    • Date: 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
    select_refresh_results_to_apply_transaction_browser_filters.jpg
  4. Click the Actions menu next to the Transaction you want to Refund
    select_the_actions_menu_next_to_a_transaction.jpg
  5. Select Refund
    select_refund_next_to_transaction.jpg
  6. Review Refund information and click Continue
    review_information_and_select_continue.jpg
    • 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
    select_submit_to_confirm_transaction_refund.jpg
  8. View Refund Successful page with a Refund/Credit Receipt
    view_the_refund_successful_page.jpg



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