Creating a Refund Batch

Creating a Refund Batch

To generate a refund in Personify, we will need to open a refund batch and start with the initial order.  Follow these steps to generate the refund.

1. From the home screen click on the No Batch Open in the upper right hand, corner of Personify.

2. From the batch control screen click on the Create New Batch button.

3. Change the batch type to Refund Batch.
4. Update the Batch Date to be the date users wish the refund to reflect.
5. Update the Description of the batch.
6. Update the User Group to be _Account Manager.

7.  Click on Open Batch at the bottom of the screen.