Refunds
When creating a refund you can process the funds as follows:
99% of the time, you will want to refund your customer, the same way that they have paid.
Example – if the member pays by visa credit card, you will want to refund by visa credit card
- Cash – physical cash from your cash drawer
- Cheque – write a cheque made out to your member
- Debit – use your merchant terminal in-house with the card present to process the refund or log into your web portal (if your merchant account is setup this way to allow for debit refunds)
- Credit – this is your Visa/MasterCard Credit Card (must do a manual refund via merchant provider web portal or request that the auto credit card refunds are enabled in Ivrnet Central – this is not a default setting)
- Stored Credit=in house credit on file for member to use for a future purchase
You can add a credit for a user by impersonating them and navigating to Profile–>Credits and click Add Credit.
To issue a refund not tied to a program registration:
- Search on the invoice holder’s name, navigate to their profile, impersonate the user, and select Past Payments from their profile screen.
- Locate the invoice you wish to refund, and select the Refund button (blue button with $ sign on it).
- Select the invoice item(s) that need to be refunded. Fill in the amount you wish to refund for that item, and fill out all other relevant/necessary information. Select Refund when all information has been entered.
- If your organization has requested the refund directly to credit setting activated, then when you select the refund option of Credit Card, Central will allow you to choose to process the refund directly to the credit that was used to pay for the invoice.
- Once the refund has been processed, a confirmation message will appear and the details can be viewed in the Past Payment section of the impersonated user profile.
- Note: An item cannot be refunded more than once. Automatically generated invoices like convenience fees and interest are non-refundable at this time.