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:
Manually issue refunds from the admin scheduler.
Manually issue refunds caused by a closure (court or event).
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 If a refund to account credit or cash is attempted on a payment originally made by e-check before it has settled, an info notice will appear and the refund will remain in a pending state.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
Log in to the admin dashboard.
Go to the side menu and click MEMBERS > SEARCH.
Look up a member's name.
Click the pencil icon.
On the member's page:
Click the Billing tab.
Make sure the Transactions tab is selected.
Click the Refund button.
On the Refund page:
Use the calendar icons to narrow the display results in the table (optional).
Locate a transaction and review the information.
Click the Refund button.
On the popup window:
Review the information.
Click the Refund Destination field and select an option.
Adjust the figure in the Refund Amount column to issue a partial refund (optional).
Add a note (optional).
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.
RELATED ARTICLES