Process a Refund to a Member of Payment on Account

On occasion a member's credit card or bank account will be charged incorrectly for an online payment on account and a refund is required.

The first option will be to try to process the refund(s) through the credit card processor portal.  You may need to reach out to the credit card processor for guidance. After the refund is processed, record a payment adjustment to the member's account for the refund.  You can match the original payment and the refund in a single $0 deposit.

If that doesn't work, you can issue a check to the member.  The check should be issued through the print checks module and charged to account 99999///.  The next step will be to process and AR adjustment to the member's account in the amount of the refund and charge to 99999///.