Scenario 1: Update the amount of a check refund
ISSUE:
A user has created a Check or Cash Refund for the wrong amount and wants to change it in RAMCO. The money has not been returned to the customer yet so the user simply needs to update the RAMCO record and then send the money.
**NOTE that if this is a refund that has already been sent (like a credit card refund or if the check/cash has already been given to the customer) then this does not fix the wrong amount going through the bank. This only changes the amount in RAMCO to ideally match what you intend to process.
Steps to fix:
- Open the Refund record.
- Update the 'Amount' field to $0. Save the record.
- Update the 'Amount' to the desired amount. Save the record.
- On the Refund record, GL Account Entries will be created to cancel the initial refund and for the new amount of the refund.
- Navigate to the Payment and confirm it is Active.
- Run the "Process Refund" workflow on the Refund as usual.
Scenario 2: Undo a check refund
ISSUE:
A check refund exists in the system, but the Association will no longer be issuing the check.
**NOTE that if this is a refund that has already been sent (like a credit card refund) the refund cannot be undone.
It's not possible to cancel or delete a Refund record but if it is still Active you can change the Amount field on the Refund to $0.
Steps to fix:
- Open the Refund record.
- Update the 'Amount' field to $0. Save the record.
- On the Refund record, GL Account Entries will be created to cancel the refund.
- Navigate back to the Payment record. The amount of the refund will now appear in the 'Unapplied Amount' field.
