Refund or Credit Completed Payment Transactions

Completed transactions are moved to the Transaction History, but you can refund or credit payments even after they are complete. You can refund or credit a single payment, multiple payments, or all payments in a single transaction. You can also do a partial refund or credit.

To refund or credit payments for completed transactions on a patron’s account:

Note:
For instructions on refunding payments made by credit card, see Managing Credit Card Orders, and Refund a credit card payment from Patron Status - Account view.

1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
2. Click  or press CTRL+T to display the Transaction Summary dialog box.

All reconciled transactions appear.

3. Select the appropriate payment or payments in the list.
4. Choose one of the following options:
   • To refund a payment or payments, right-click and select Refund from the context menu. The Refund dialog box appears.
   • To credit a payment or payments, right-click and select Credit from the context menu. The Credit dialog box appears.
5. If you want to partially refund or credit the amount, type the new amount in the Amount box.

Important:
If you chose to refund or credit multiple payments, you cannot change the number in the Amount box. You must refund or credit the entire amount.

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

The Transaction Summary appears. A refund line item appears in the Transaction Summary list, but a credit line item appears in the Account view’s Account Transaction list. Any credit amount is added to the total in the Credits box at the bottom of the Account view.

If you refunded or credited multiple payments, each payment line item has a corresponding refund or credit line item.

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.
• Return, forfeit, or credit deposits
• Managing Credit Card Orders
• Refund a credit card payment from Patron Status - Account view