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Individual user refund processing is controlled by a variety of variables, such as User account where the Account Filter and Role are defined for each user, Rules, etc.

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1. Search desired transaction  on grid
2. Click on to edit the transaction
   
   1. Make desired changes
3. Click on  to save desired changes, click on Cancel to not post the changes and return to the grid.

Print Refunds

Click on  to generate a copy of a posted Refund in a XML or PDF format.  Users have the ability to print a single Refund or select several refunds at one time to print in a batch. 

To print a refund check, please refer to the Disbursements chapter, 'Generate a Print File' section, to assign a check number and print the check.  Once a refund check has been printed and assigned a check number in the Disbursements grid, the check number will be included on the printed refund as shown above.

Clone Refunds

The clone function clone function may be used to copy to copy all of the information from an existing refund into refund into a new one while allowing changes to be made. A new refund number must be suppliedcan be entered or allowed to be auto assigned to a new refund number.

1. View the desired refund to clone.
2. Click on Clone
   
3. enter in new refund number and date
make additional changes if needed

1. Refund # can be entered or auto assigned.
2. Update any necessary changes for the new refund.  
4. Click on Save to post the refund to the system, click on Cancel to not post the refund.

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Individual user refund processing is controlled by a variety of variables, such as User account where the Account Filter and Role are defined for each user, Rules, etc.

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If the refund requires a check to be created, you would checkmark the 'Create Check'.  When selected, it will open up the check fields.  After the vendor number is entered, it will automatically populate the 'Refunded To' field with the name of the vendor.  Once the Refund is processed, a check number can be assigned in the Disbursements grid. Either a physical check or electronic payment will be created in the system depending on the default payment type of the vendor. If the disbursement for the refund is voided, the 'Voided' checkbox on the Refund transaction will be checked.

To reverse a refund that also created a check, go to the disbursement grid to select the check to Void.  This will reverse the Refund, mark the Refund void, and reverse the transaction on the revenue account history.   To reverse a refund that did not create a check, you can delete the refund from the Refund grid using the delete icon.  The deletion of a refund with no check will not show on transaction reports.