Cancelling a Meeting Order with Refund
- On the Order Entry
Screen, select the appropriate line item and click Cancel an Item
screen task from the Work with Line Items task category.
- Change the Scope of
the Refund section to Refund and Cancel.
- On the Refund and
Cancel tab, select the Reason Code from the drop-down menu.
- Enter the Cancellation
Comments.
- If a cancellation
fee was defined for the product, it is shown in the Optional
Cancellation Fee box. This amount can be updated if needed. The fee
will be based upon the current date unless you have opened an Adjustment
Batch.
- The amount paid
minus the cancellation fee will display in the Refund Amount box.
- If you check the Write-Off
Balance, the text box will be editable.
Refunding to Specific Check Receipts
If the payment was made via
check, the Refund to Specific Check tab will be available.
- If the check has
already been issued to the constituent, then select the Check Pre-Cut
checkbox.
- Enter the Check
Number.
- Enter the refund Amount.
- Verify the Payor
and Voucher (Receipt) Address.
- Enter any notes
regarding the voucher in the Notes on Advices text area.
- Click Process.
- The Cancellation and
Refund Control box will close and the status of the order line will change
to Cancelled.
Refunding to Specific Credit Card
- From the Refund to
Specific Credit Card tab, you should verify the Refund Amount
first.
- If the organization
is going to refund this particular payment with a check, check the Refund
by Check box.
- If the association
had already pre-settled the refund with the vendor, check the Pre-Settled
box.
- If the member would
like to refund the money to a different credit card, click the Edit
Credit Card Info button to make the change.
- Verify all the
information and click the Process button to save the changes.
Taking these steps will mean the
refund will go to VeriSign and settle the next time the CCP610 Process runs.
The Cancellation and Refund Control Screen will then close and the status of
the order will update.