Refunding a Check Receipt
- Locate the order users wish to generate a refund
for. Highlight the first line and from the screen tasks, under Work
with Line Items chose Refund and Item.
- The Refund Controls screen will appear and users
will want to verify the following:
- Refund Only needs to be selected at the
top of the window.
- Refund Amount is where users will enter
the amount of the refund and use the Tab key.
- Notes will need to be entered as to why
a refund is being issued.
- Multiple Receipts Involved will only be
available if the member made more than one payment for their order. We
can issue more than one receipt at a time as long as it is for the same
order.
- Switch to the second tab, Receipts Referenced.
Expand the receipt line and verify the amounts and lines that they are
correct.
- Click on the Refund to Specific Check Receipt
tab.
- Click on the checkmark box for the check users
wish to refund.
- Enter the Check Number for the check users
are cutting to the member.
- Add any notes/comments as needed.
- If the check has already been pre-cut, please
check the box Check Pre-Cut.
- If users are only refunding a portion of the
payment, adjust the refund Amount.
