How to refund dues

Owned by Wanda Chambers (Unlicensed)
Last updated: Oct 30, 2020Version comment
2 min read

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  1. Identify Contact record and click on Quick Links Receipts
  2. Identify which Receipt to Refund
  4. Click on Receipt Number to review for Refund
  6. Verify financial information
  8. Select Create Refund button
  9. Once the action completes, a dialog box  displays
  11. To verify Refund action, select View Refund
  13. View financial information and confirm amount
  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
  20. In the Quick Links, select Receipts
  22. View the details of the initiated Refund,