Issue/Question
I just refunded a payment but I accidentally put "not due" instead of "due". Is there a way to change that?
Resolution
To correct a credit card refund that was incorrectly marked as not due when it should still be due, the original refund will need to be deleted and then a new refund transaction recorded to adjust the family's balance.
To delete the original refund:
- Go to the Family record > Transactions tab.
- Locate the refund transaction and make note of:
- the date of the original refund
- the PSP Reference or Trans ID (details can be accessed with the check mark icon in the ePmt column)
- Use the Trash Can icon to delete the refund.
- In the Delete Transaction window, leave a Comment/Reason for deleting the transaction and click Delete. Click OK to confirm.
To re-record the refund as fees Due:
- Select the R icon on the line with the fee that was originally refunded.
Note: this will only record the refund transaction and won't process a duplicate refund on the credit card. - Update the Post Date field to the date of the original refund.
- In the Note field, add the PSP Reference or Trans ID from the original refund.
- Use the checkboxes to select the fees that were refunded originally and click Next.
- In the Are Fees Still Due? window, select Due and Submit Refund.
A Refund-Overpayment transaction is posted to the family's account to adjust their balance to reflect the fees that are still due.
