Refund a Credit Amount

From the Patron Status workform - Account view, you can partially or fully refund credit transactions. To refund credits:

Tip:
As you work with the record, you can refresh the header information in the workform. Press F5, select View, Refresh, or click on the toolbar.

1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
2. Select one or more credit transactions to refund in the Account Transactions list.
3. Select  above the Account Transaction list, or press CTRL+G.

The Refund Credit dialog box appears.

4. Type the amount to refund in the Amount box.

If you selected multiple credit transactions, and you specify an amount less than the amount shown in the Balance box, the refund is applied to the oldest transactions first. Each fully-refunded credit transaction will be removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next oldest credit in the Account Transaction list as a partial refund.

5. If you want to add a note to the transaction, type the information in the Note box.
6. Click OK on the dialog box.

The refund is added to the Account Transaction list, and the amount is subtracted from the total in the Credits box.

Related Information

• Viewing transactions made from a credit - You can see the transactions made from a credit in the patron account. Right-click the credit in the Account Transaction list, and select History from the context menu. The Transaction History dialog box opens, listing the transactions made from the credit. To print a transaction in the list, right-click it and select print from the context menu.
• Refund or credit completed payment transactions
• Return, forfeit, or credit deposits
• Refund a credit card payment from Patron Status - Account view