To create a Refund Payment
The add Refund Payment tab/page provides a way to log and track refund payments that have been sent to customers.
In order to refund a customer's credit card you must first issue the refund directly through the payment gateway web page. Once the credit card has been refunded or you have issued the customer a refund check or other form of payment, you will then want to record the refund on the customer's account within ProClass.
1. From the
Create menu
2. Then under
Financial navigation bar, click
Refund Payment.
The Select Account pop-up displays…
3. Type at least 3 characters to begin searching for the name of the
Account.
4. Select the name of the
Account you want to add a new refund payment.
5. Click
Continue button to open the Add Refund Payment page.
6. In the
Amount text box, type the dollar amount of the payment.
7. Click in the
Post Date text box to change the date the refund payment is to be posted.
The Post Date defaults to the current date.
8. Enter
Reference Number, if needed.
This is an optional field but is useful for detailed record keeping.
9. In the
Memo field, type any necessary notes.
10. Click the
Save button to save the refund information.
11. Click
Apply Refund Payment link to open the Apply Refund Payment dialog box.
The Apply Refund Payment dialog box contains a grid that displays all of the current open credits for the account.
12. Select the check box in the
Pay column for the credits you want to apply the refund payment to.
13. Click in the
Payment box to change the amount being applied if needed.
14. Click the
Save button when you have finished selecting outstanding credits.
15. Click
OK to confirm the transaction and close the Apply Payment dialog box.
The applied refund payment displays in the Transactions tab.