Batch Refund Credits

Menu Path: From Billing & Receipts, select Miscellaneous Billing, select Financial Transactions, then select Batch Refund Credits.

To process refunds for customers, you must create a batch of refunds. Once you create the batch, you can print an edit list to review the refunds before posting them to customer accounts.

When posting a refund, the system creates a refund number prefixed by the letters RF (for Refund). For example, RF00000001.

The following item displays on the action bar:

• Post - Displays the Post Batch of Refunds page. Use this page to post batches of refunds.

Create Batch Refunds

1. Click Add New.
2. Complete the fields as needed. For details, refer to Fields.
3. Click OK.

Post Refunds

1. Click Actions on the action bar, then choose Post.
2. Enter the Control Number to identify the batch.
3. Click OK.

Update Batch Refunds

1. Enter criteria identifying the records, then click Find.
2. Select the desired record, then click OK.
3. Update the fields as needed. For details, refer to Fields.
4. Click OK.

Generate the Batch Refund Report

1. Enter criteria identifying the records, then click Find.
2. Click Print.
3. Specify how you want to generate the report, then click OK. The report's default file name is mrbrefrp.rpt.

Delete Batch Refunds

1. Enter criteria identifying the records, then click Find.

2. Select the desired record, then click Delete.

   

   A confirmation dialog does not display. The record deletes immediately.

Fields