Refunds - Online E-Payments

Refunds - Online E-Payments

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how refunds are made using E-Payments within the First Due platform.

Video


Instructions

Note:  This process only applies if the payment was made using E-Payment.

Note: If your agency is using the First Due/Stripe Online Payments, when refunds are processed from the Invoice List page, they will be automatically applied to your Stripe account.

Note: Fee's incurred when using E-Payments will not be refunded.

Permission needed to process refunds for E-Payments:





1.  Navigate to the Invoicing Module.






2.  Select Invoice List.







3.  Locate the Invoice to apply the refund to.






4. In the Actions Column, select Re-Open.






5.  Select Refund.






6. Enter required data for the Refund:
  1. Date, the current date will be displayed
  2. Approved by
  3. Select Payment to be refunded
  4. Enter a Note
  5. Enter a Reason
  6. Select Apply





7.  Note balance will reflect the refund applied.






8.  Select Close, and confirm to save your changes.


















9.  Invoice status after the refund has been applied.





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