How to issue a REFUND

How to issue a REFUND

Overview

If a member submitted a payment on an application, a facility manager can issue a full refund or partial refund.    

How to issue a Refund
1.  Claim or view the application by clicking the clipboard or eye icon.  

2.  Click the gear icon.
3.  Click Request Payment Refund.

4.  Adjust the refund amount if issuing a partial refund.  
5.  Write a note.  We recommend the reason the refund is being issued.  
6.  Click OK. 
7. Click Refund.

How to CONFIRM a refund was successful

When you issue a refund, the journal feature will record when the refund was successful.   Look up the record in the journal.

Search for the Application (if needed)
  1. Click the ADVANCED SEARCH arrow
  2. Enter patron information in the Patron Data box
  3. Click SEARCH
  4. See the application appear below
  5. Click the Journal Arrow


You will see an entry if the refund was successful.