Customizable Class Management

The Refund Payments tab on the Edit Account 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.

To add a refund payment to an account  

1. Click on the Refund Payments tab on the Edit Account page.

2. Click Add new refund payment... at the bottom of the grid   
   The Add Refund Payment page displays.

3. In the Amount box, type the dollar amount of the payment.

4. Click in the Post Date box to change the date the refund payment is to be posted.      
   The Post Date defaults to the current date.

5. In the Reference Number box, type a reference number if needed.      
   This is an optional field but is useful for detailed record keeping.

6. In the Memo field, type any necessary notes.

7. Click the Save  button to save the refund information.

8. Click Apply Refund Payment 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.

9. Select the check box in the Pay column for the credits you want to apply the refund payment to.

10. Click in the Payment box to change the amount being applied if needed.

11. Click Save  when you have finished selecting outstanding credits.

12. Click OK to confirm the transaction and close the Apply Payment dialog box.      
    The applied refund payment displays in the Transactions tab.