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How to Issue a Cash or Check Refund
How to Issue a Cash or Check Refund

How to issue a refund for someone who paid with cash or check

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

If you want to issue a Refund for a Credit Card or ACH payment, you are in the wrong place. Click here to issue an ELECTRONIC Refund (for ACH or Credit/Debit Cards).

Issue Refund for Cash or Paper Check

To post a Refund for cash or a paper check ONLY, follow these steps:

Step 1 - Find Invoice

In the person's Account under the Billing tab, click Manage beside "Paid Invoices." Find the Invoice and click "Edit" beside it.

Step 2 - Set Up Transaction

Click the Plus button on the upper-right, then select the "Post Refund" option as shown below:

Enter the following information (if applicable):

  • Change the Classification

  • Add any public or private comments

Step 3 - Enter Total

Scroll down and enter the total of the refund.

Step 4 - Select Refund Type

Next, select the Refund type. You can choose between the following options:

  • Cash Refund - Refund the Customer in cash

  • Check Refund - Refund the Customer with a company check

  • NSF Returned Payment - For a non-sufficient funds return for a paper check

choose cash or check refund in Enrollsy

Click "Post," and you're done!

NOTE: If you refund a Customer this way, you must send them a paper business check (Enrollsy does NOT send checks).

Click here to issue an ELECTRONIC Refund (for ACH or Credit/Debit Cards).

Unapplied Checks/Cash

To refund cash or checks that are not applied to an Invoice, you will need to delete the cash or check transaction, and then repost it on the Invoice.

Step 1 - Delete the Cash/Check Payment

First, you will need to delete the cash or check payment transaction. To do this, follow these steps:

  1. Search for the Account in the top search bar

  2. Click on the Billing page

  3. Scroll down to the Transaction History at the bottom of the page

  4. Find the cash or check transaction in the list

  5. Click on the three dots to the right, then on Edit

  6. Select "Delete transaction" at the bottom of the new window

Step 2 - Repost Cash/Check Payment

Second, you will need to repost the cash or check payment to the correct Invoice. To do this, follow these steps:

  1. Find the Invoice the cash or check payment belongs to by clicking on "Manage" under "Paid Invoices"

  2. Click Edit beside the Invoice

  3. Click the Plus button on the top right

  4. Select "Post Payment"

  5. Enter the amount of the payment

  6. Choose either "Cash" or "Check" as the payment method

  7. Click post

NOTE: Be sure that you have received the cash or paper check payment before posting this payment in Enrollsy.

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