How to refund dues

How to refund dues

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  1. Identify Contact record and click on Quick Links Receipts

  2. Identify which Receipt to Refund

  3. Click on Receipt Number to review for Refund

  4. Verify financial information

  5. Select Create Refund button

  6. Once the action completes, a dialog box  displays

  7. To verify Refund action, select View Refund

  8. View financial information and confirm amount

  9. Check box labeled Is Posted to complete initiating Refund and Accounting notification

  10. Once notified in Fonteva, Accounting will complete the Refund process

  11.  

  12. Return to the applicable Sales Order

  13. In the Quick Links, select Receipts

  14. View the details of the initiated Refund,



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