/
How to refund dues

How to refund dues

Click here to download pdf version

  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,




Related content

Applying Payment
Applying Payment
More like this
Refunds
More like this
Renew a Membership
Renew a Membership
More like this
How to use Renew Button for Manual Renewals
How to use Renew Button for Manual Renewals
More like this
Dues Installment Program Enrollment (DIP) Payment Decline Processing
Dues Installment Program Enrollment (DIP) Payment Decline Processing
More like this
How do I record my membership dues for my GL
How do I record my membership dues for my GL
More like this