One of our devo staff made an online gift to test how that process worked. The gift amount is now on account and attached to her record. How do I refund this amount without processing it as a gift and then refunding the gift? (To keep her record uncluttered.)
We're on T-NEW, Element, and all that. There's probably a really simple solution to this but I can't seem to find it in the help documentation and our finance person is out of office.
If it's on account, you don't have to touch the contributions module at all. You will need to create a ticket order, but that's it. The order won't contain any inventory -- just use it as a vehicle to open the payments window, pay the on-account value to the order, and then refund the same amount to her card so the net order payments still sum to $0.
Hi, Nick. I'm trying to test this in Test now. I have money on account, paid with a credit card, and want to refund it to the same credit card. I created a ticket order, opened the payments window, but I'm not understanding what to do next in order to refund the money of acct to a credit card. Can you help?
Hi Jessica! you have to enter the amount and use the payment method of that on account so take it off on that on account and then put it back on to the card. You will insert an additional payment, this will show up in parentheses so that you are putting it back on the card. Then select the correct credit card you are returning it to. Just make sure add an order note to this order so anyone else who sees it knows what happened since the order will show up as blank.
I figured it out. Thank you. I didn't realize I needed to enter the amount I wanted to refund, select the on account payment method, press ok, close the payments window, and the reopen it to charge the credit card.