D. Adding Refunds

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    A refund would be issued after a credit has occurred and money is due to the payor.

     

    1. To add a refund you can either search for the ledger by entering in student criteria and performing a search or switch tabs to find a ledger by payer criteria. Enter in the preferred search criteria and Click the “Search” button. The search results will be shown on a grid below the search criteria. Click the magnifying glass icon to open the ledger item.

     

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    1. To add a refund Click the “Add Refund” button.

     

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    1. If you want to attach an existing refund that is not attached to a ledger item review the following steps otherwise skip to Step 4.

     

    1. Click the “Copy” icon next to the Payment Collection Option dropdown.  Then Click the “Attach Refund” link on the last row of the popup grid.

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    1. Enter your search criteria and Click “Search.”

     

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    1. Select the radio button of the detached refund you wish to attach and Click “Insert.”

     

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    1. The refund is now attached to the ledger item.

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    1. Select a “Payment Collection Type.” If you do not have a merchant account setup in RES or you do not have rights to perform PayPal refunds you will only see the Manual Transaction option. The Automated Transaction is not recommended because special settings in the PayPal account manager need to be set in order for the refund to be processed and the refund is a credit not associated with any transaction so it's possible to credit the account more than what was originally charged.

     

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    1. Enter the refund information. You may copy an existing payments’ information.

     

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    1. Click “Refund Card” or “Save” depending on the “Payment Collection Option.”

     

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    1. The refund has now been saved.

     

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