Refunding a Scheduled Payment

Refunding a Scheduled Payment

If a payment was made by mistake, a refund can be created for the receipt.  A partial refund may also be applied.  If partially refunded, the system splits the scheduled payment record so that the amount that was not refunded shows as the amount paid and the new scheduled payment record shows the amount that is pending.

1. Access the Transaction Tab on the Payment Schedule screen.

2. From the Receipt Number column, click on the hyperlinked receipt number to access the Receipt Review Screen.
3. Select the appropriate order line.
4. Click the Authorize Refund button.

5. Enter the Refund Amount.
6. Enter any Notes on Advices.
7. Click Process.