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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Set Reported Location for Refunds

  • Updated:

In CivicRec, you have two options for reporting locations of refunds. This setting is for receipts and reporting purposes only. The refund itself will always be processed back to the merchant account of the original charge since that is where the money was initially deposited.

  • Associate Refunds with Logged In Location: If you select the option for “Associate Refunds with Logged In Location”, the receipt will show the location the staff member was logged into at the time the refund was initiated. You may want to use this option if you have some locations that are not allowed to process refunds. You want to understand the impact to the reconciliation process before selecting this option.
  • Associate Refunds with Location of Original Charge: If you select the option for “Associate Refunds with Location of Original Charge” this will show the location of the original charge regardless of where the staff member is logged into. This is a good option for keeping your deposits, refunds, and receipts in line with each other. 

 

 

Important Notes

  • Please bear in mind that some payment processors perform additional checks on refunds (matching transaction authorization numbers and DBA names). Due to this (and Federal Regulation E), as a rule, the refund will always be performed against the merchant account of the original transaction. This will increase the likelihood of your refund being accepted.

 

Instructions

  1. Navigate to Configuration > Organization > Organization Options
    organization - options
  2. Type Reported Location in the search bar
    reported location
  3. Select a Value from the Reported Location for Refunds dropdown
    select value
    • Associate refunds with logged-in location: The receipt will show the location the staff member was logged into at the time the refund was initiated. You may want to use this option if you have some locations that are not allowed to process refunds. Make sure you understand the impact to the reconciliation process before selecting this option.
    • Associate refunds with location of original charge: This will show the location of the original charge regardless of where the staff member is logged into. This is a good option for keeping your deposits, refunds, and receipts in line with each other.
  4. Click Save Settings
    save settings

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