/
Refunds
Refunds
Video tutorial: Refunds.mp4
- Select Finance from the App Launcher.
- Select the Receipts tab.
- Click the down arrow to the right of Recently Viewed and select All.
- Go to receipt that needs a refund.
- Click on receipt number.
- Click Create Refund button in top right-hand corner.
- A pop-up will be displayed saying a refund has been created.
- Click the View Refund button.
- A new receipt gets created so you have 2 receipts; one will be a refund receipt.
- Scroll down on the refund receipt page and the Is Refund field is checked. The amount of refund is listed below. Note: If you do not see this, you may not have sufficient rights. Please contact Product Strategy at digitalsupport@aia.org.
- Click drop down next to the Create Refund button in the upper right-hand corner of the screen and select Process Refund.
- The refund will be credited back to the contact's credit card.
Fonteva User Guide - Refunds
Partial refund steps
Video Tutorial: Partial Refund.mp4
- Select Finance from the App Launcher.
- Select the Receipts tab.
- Click the down arrow to the right of Recently Viewed and select All.
- Go to receipt that needs a refund or to the contact record.
- Click on receipt number.
- Click Create Refund button in top right-hand corner.
- A pop-up will be displayed saying a refund has been created.
- Click the View Refund button.
- A new receipt gets created so you have 2 receipts; one will be a refund receipt.
- Scroll down on the refund receipt page and the Is Refund field is checked. The amount of refund is listed below.
- Don’t process
- Select Edit.
Click the Customer Receipt button to view the Refund Receipt to be sent to customers.
Note: What you don’t want refunded, you always zero out.
Fonteva user guide - partial refund
Related content
ABI payment processing
ABI payment processing
More like this
How to refund dues
How to refund dues
More like this
Facilities payment processing
Facilities payment processing
More like this
Facilities rental - proforma invoices
Facilities rental - proforma invoices
More like this
How to send an ABI renewal for an individual
How to send an ABI renewal for an individual
More like this
How to reverse a declined e-check
How to reverse a declined e-check
More like this