This article will show you the process for payment plans. You will need to refund the most recent payment first and then work your way back from there.
Important Note:
Credit Card Transactions that use a PIN can not be refunded.
Instructions
Search for the correct user account within the Accounts tab
Click on the Desired Account
Click Voids, Transfers, & Refunds
Click the History icon next to your payment plan
Scroll to your most recent payment and click Refund
Review the information
Receipt: Select the link to view the transaction receipt
Customer: The user who made the reservation will be linked
Payment Type: Select the payment type to refund
Item: Select the items to include in the refund
Remove From Roster: If you want to remove the person from the activity while issuing the credit, ensure that this box is selected. If you leave that box unchecked, the refund/credit will be issued, but the person will be left on the roster. (Facility rentals can be left intact in this same way.)
Cancel Payment Plan Balance: To cancel future payments within a payment plan, check this box. If the box is not checked, the next installment with still be processed.
Balance Reduction: Indicate any amounts and adjustments
Refund Amount: Indicate the amount to be refunded
Admin (administration) Fee: Select an admin fee, if applicable
Balance Due: Enter the fee amount
Note: There is a $0.00 default amount. Enter the desired amount so that it can go to the correct General Ledger (GL) account.
Refund Reason/Note: Enter a comment or reason
Note: You cannot issue a refund back to a credit card on the same day as the original transaction. Additionally, it is important to note that most merchants will only allow for credit card refunds prior to 120 days.
Click Continue
If you selected Remove from Roster, select OK on the pop-up
Click Submit
View the receipt; click the X in the top right to exit
Navigate to the top refund (Purchase) and click Refund
Repeat steps 5-8
View the refund receipt
