We are trying to refund on account money through check. I just don’t see the button where I can override the on account to pay it out. I can't take it off on acct credit by paying it off with a check.
Please advise, how can I fix this issue.
I think you would positive pay the On Account money to pull it off account, then negative pay the refund to check. Is that what you mean?
The positive payment will pull the funds off the On Account payment method. Then you can refund to check. See the example screenshot above. Hope this helps.
Hi Jeremy,
But id have to create a fake order first right?
I'm new to Tessitura so I'm still confused about a few things. One of our constituents requested a refund and we refunded half through a credit card ( same payment method she used) and we moved another half to on account. Now we need to refund this on account money through a check.
Thank you Jermy, it worked.
HOORAY! Where's my "Easy Button?" Onto the next issue. Take care and be well!
Hi everyone,
As a sidenote to this, we are introducing a utility in 15.1.11/15.0.18 that takes money on account and can refund it to check. So if there is interest in doing this in bulk based on a list of constituents, that's coming. It will also allow you to refund the money to a contribution, gift cert, or credit card if that can be determined.
Thanks,
Chris SzalajProduct Owner, Business Facing ProductsTessitura Network