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. 
4. Click on Receipt Number to review for Refund
5. 
6. Verify financial information
7. 
8. Select Create Refund button
9. Once the action completes, a dialog box  displays
10. 
11. To verify Refund action, select View Refund
12. 
13. View financial information and confirm amount
14. 
15. Check box labeled Is Posted to complete initiating Refund and Accounting notification
16. Once notified in Fonteva, Accounting will complete the Refund process
17.  
18. Return to the applicable Sales Order
19. 
20. In the Quick Links, select Receipts
21. 
22. View the details of the initiated Refund,

Related articles

• Page:
  Dues Installment Program Enrollment (DIP) Payment Decline Processing
• Page:
  My Account (Member Self-Service Features)
• Page:
  Dues Installment Program Enrollment (DIP) by Rapid Order Entry
• Page:
  Creating a contact
• Page:
  How to add Supplemental Dues to a Renewal using Generate Bundles