E-Payment Refunds

E-Payment Refunds

Purpose

  1. The purpose of the Knowledge Base Article is to demonstrate the set-up options and actions necessary to provide a refund of an Invoice payment made by E-Payment.

Video


Instructions


Set-Up Options:

These options are a back-end system setting.  Request the option you desire to your Implementation Manager or your Client Success Manager.

Option 1: Refund e-payments by manual methods
  1. Example: Provide check for the refund

Option 2: Refund e-payments to cardholder's card
  1. This option will send e-payment refunds to Stripe

Refund Procedure:


Permission required:



Manual Method:

1. Locate the Paid in full Invoice and select Re-open:






2. Select Refund:






3. Apply the Refund:

1 - Update the date id needed (current date is default)
2 - Select person approving the refund
3 - Select Refund Applied:
      Full - Full amount is refunded (#4)
      Partial - Enter amount to refund (#4)
5 - Select Payment Type
6 - Enter Check Number (if required)
7 - Enter Reason
8 - Select apply





4. Note refunded amount and balance on Invoice:






To cardholder's card (E-Payment): 


1. Locate the Paid in full Invoice and select Re-open:




2.  Select Refund:




3. Apply the Refund:
1 - Current date is set and cannot be updated
2 - Select person approving the refund
3 - Select E-Payment to refund
4 - Enter Note
5 - Enter Reason
6 - Select apply




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