2. Select the Invoice(s) that payment will be unapplied and refunded from and decide whether or not to cancel the invoice.
If there is only one invoice you still must select it. If you do not cancel the invoice the balance will remain on the customer's record. If the refund is due to the customer canceling the order then it makes sense to cancel the invoice here.
3. Select how the refund will be issued.
A check refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the check has been sent out.
A cash refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the cash has been given to the customer.
Refund directly to Credit Card will send the request through your payment processor. The refund record will still be created and linked to the payment but will deactivate automatically if the refund processes successfully.
4. Select if you want to cancel the contributions on the invoice.
5. Select if you want the refund to come from an alternate association and/or bank account.
Typically the default refund bank account is the local association default bank account. If you own different bank accounts for specific portions of orders (National or State product or an RPAC donation) then you can refund directly to those bank accounts. On the following page of the wizard you will be able to specify the association and bank account for the refund.
Note: If you do not want to change the default refund association bank account, the wizard will skip to the submission page.
5.1. Enter the values for the Association ID, Amount, and Bank Account ID for the refund. Then click continue.
If you are refunding multiple products from multiple associations and/or bank accounts, you can specify the different bank accounts and distribution amounts.
6. Confirm Information and Submit
The confirmation page will show you the current values and what the update will change. If everything is correct click the submit button. If it is not you can click Back to make changes or Close to cancel.
