Refunds
- psmith
In the event for a refund to be processed all 3 levels of the organization must have a balance in their financial account to cover the refund. In addition each level of the organization must login to approve the refund before it is processed.
Initiate a Refund
Login as a Administrator click the “Intake” tab and click the candidate name.
On the candidate detail page if the status is “MembershipAccepted” then you will need to click the “Rollback Status” button. Then you will have option to change the Status to “Membership Deferred”.
If a candidate has made a confirmed Intake Fee Payment and the candidate status is changed to “Membership Deferred”, then a automatic refund is initiated.
4. If your level of the organization initiated the defer of a candidate who has already paid then that will count as the initial refund approval and the other 2 levels of the organization must now login and also approve.
Login in as Finance Administrator
Click the Finance Account link on the left side bar menu
Click the “Refund Request” Tab then find the candidate in question and click the “Refund” button in the Action Column.
5. On the Transaction Detail click the red “Refund Payment” button to approve the refund.