How do I issue a refund?

Contents

CT6

Open a registration that has a credit balance and go to Actions > Issue Refund

CT6 - Issue Refund

  • Enter the amount to refund.
  • Refund Method is determined by Payment Method, click Edit to change to a different method if needed.
  • Check box to send Refund Notification Email [Manage > Automated Emails > Electronic Refund Notification].

CT5

Issuing a Refund describes how to issue a standard refund on an account with a credit balance. This video shows how to create a refund based on a paper check written by your accounting team and how to refund an electronic form of payment like a credit card or electronic check.

0:00 – 0:50           Introduction

0:50 – 2:05           Registration Details – find the payment method

2:05 – 2:06           Issue a Refund

2:06 – 2:19           Refund Management Wizard – select type of refund (paper check or electronic payment)

2:19 – 3:01           Create a Paper Refund Check

3:01 – 3:29           Print the Paper Refund Check

3:29 – 3:49           Complete Paper Check Refund

3:49 – 4:02           Refund Management Wizard – Electronic

4:02 – 4:31           Create an Electronic Refund

4:31 – 4:58           Complete Electronic Refund

Issuing Refunds from Single Payment shows how to issue a refund on a payment that originally covered several registrations. It shows how to start from the itinerary instead of the registration to begin the process. The video also shows how to refund registrations separately and how the system tracks multiple refunds against the same initial payment.

0:00 – 0:23           Introduction

0:23 – 0:31           Itinerary Details

0:31 – 1:00           Payment Details

1:00 – 1:02           Itinerary:  Issue a Refund

1:02 – 1:11           Refund Management Wizard

1:11 – 1:54           Create Refund

1:54 – 3:25           Complete Refund

3:25 – 3:29           Registration Details:  Issue a Refund

3:29 – 4:10           Create a Refund

4:10 – 4:19           Complete Refund

4:19 – 5:00           Other refund example