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Issues Refunds from a Member's Page

Process Refund Requests From a Member's Page in the Admin Panel

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

Feature Summary: Manually issue a refund from a member's page in the admin panel.

Use Cases: When manually processing a refund request, system users can save time accessing transaction details by opening the member's page.

This article shows system users how to issue refunds from a member's page.

There are other ways to issue refunds:

  1. Manually issue refunds from the admin scheduler.

  2. Manually issue refunds caused by a closure (court or event).

  3. Manually issue full or partial refunds from the TRANSACTIONS > REFUNDS page.

To protect against refunding unsettled e-check payments, CourtReserve prevents refunds to account credit or cash until the e-check has fully settled. Refunds are only allowed back to the original e-check payment method during this period. This applies to both manual and automatic refunds. If a refund to account credit or cash is attempted on a payment originally made by e-check before it has settled, an info notice will appear and the refund will remain in a pending state.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERS > SEARCH.

  3. Look up a member's name.

  4. Click the pencil icon.

On the member's page:

  1. Click the Billing tab.

  2. Make sure the Transactions tab is selected.

  3. Click the Refund button.

On the Refund page:

  1. Use the calendar icons to narrow the display results in the table (optional).

  2. Locate a transaction and review the information.

  3. Click the Refund button.

On the popup window:

  1. Review the information.

  2. Click the Refund Destination field and select an option.

  3. Adjust the figure in the Refund Amount column to issue a partial refund (optional).

  4. Add a note (optional).

  5. Click Save.

Refunds can also be processed by clicking the icon in the furthest-right column of the transaction table:

CourtReserve displays the transaction on the table and adds a refund symbol (R) to the row.


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