If a household credit has been raised from a refunded transaction, it is possible to turn that back into a refundable line item.
Back Office: Click Manage a Household and search for the household
Once the household loads, click “edit.” Move to tab 2, Credits and Rate Groups. Copy the amount of household credit and then delete it. This will prevent the customer from using the household credit balance.
To make this amount refundable, click the go-to menu and navigate to Payments. Select the payment that the original amount was part of for clarity. Click the go-to menu to access Payment Detail.
- Click “Create New” to create the credit amount. This is important for accounting.
- The new form loads. Fill out these fields:
- Registration Period or Season: Select the current registration periopd
- Item *: Select “Price Adjustment” or the originally refunded registration option
- Total Amount: Enter amount to refund
- Payment Amount: Enter amount to refund
- Transaction Type: Credit Card
- Payment Type: Credit Card
- Date of Transaction: Today’s date
- Refund Amount or Credit: leave blank
- Check Number or Merchant Reference: IMPORTANT: Enter code beginning in ch_ that appears on the other line items in the transaction.
- Payment Date: Today’s date
The credit has been rasied.
Now, to refund, navigate to the Front Page and follow the steps to refund.