For descriptions of the options on the Mass Refund page:
If you are issuing refunds to multiple customer accounts in an activity, refer to Mass Refund or {Activity Name} page.
If you are issuing refunds to multiple customer accounts in a FlexReg program, refer to Mass Refund for {FlexReg program name} page.
Full/Partial Refund | |
Refund the amount paid | Select to perform a full refund. |
Refund a partial amount | Select to perform a partial refund. |
Refund Partial Amount | Enter the amount of the partial refund. |
Refund to Subsidy | This option is displayed only when the subsidy feature is enabled. You can refund a portion of the amount paid to activity registrants. |
Select Transactions | |
Set Refund Type to: | You can select a refund payment type from the dropdown
list (this applies the refund type to all displayed transactions):
|
Refund? | Checkbox to select a customer for refund. |
Receipt | Link that will display receipt details. |
Refund Type | Dropdown list of refund payment types.
Mass refunds can be paid by check, credited to the customer's account, or credited back to the customer's credit card (if the customer paid by credit card). |
Select all | Link that will select all enrolled customers for refund. |
Deselect all | Link that will deselect all enrolled customers from getting a refund |
Options | |
Apply Refund Charges | Option to apply refund administration charges to the mass refund
transaction. The refund charge will be automatically deducted
from the amount to be refunded to the customer.
Note: If you perform a partial refund, you cannot select this option. |
Withdraw from Activity? | Withdraw selected customers from the activity, in addition
to applying the refund.
Notes:
|
Request Refund | If your organization uses refund requests, then a Request
Refund checkbox appears in the Options
section:
|
Staff Notes | |
Staff Notes | Staff notes to attach to this transaction.
They are used for internal reference (for example: reason for the refund), and will not be printed on the customer receipt, but can be printed on the roster. They can be a combination of standard notes (selected from a dropdown list) and typed notes. |
Customer Notes | |
Customer Notes | Customer notes to attach to this transaction.
They are used for customer reference and will be printed on the customer receipt. These notes can be a combination of standard notes (selected from a dropdown list) and typed notes. |
Select Date Range for Refund |
|
Start Date/End Date |
The date range defaults to the selected program’s start and end dates. If required, specify another date range by which to search for customers. Customers who are enrolled on dates within the specified date range are returned. |
Apply refund charges | If refund charges are configured, then the Apply refund charges check box is displayed. Select the Apply refund charges check box to apply the refund charges. |
Customer List For each customer, click ▼ to expand the list of reservation units. Select the reservation units to refund. |
|
Refund Type |
The Refund Type can only be To Account. The mass refund feature does not support refunds to a customer’s credit card. |