Adding or modifying a refund charge

Refund charges are administrative fees that the customer pays when refunding a transaction. Refund charges are normally deducted from a customer's refund amount if the refund amount can cover the charge.

 

    1. Go to Administration > Financial Settings > Refund Charges.

    2. Choose one of the following:

    3. In the General section, select the Module, Charge Name, Site, and General Ledger Account for the refund charge.

    4. Enter a brief Description of the refund charge.

    5. In the Refund Charges section, choose one of the following:

    6. In the Transfer Charges section, choose one of the following:

    7. If the advanced refund charge feature is enabled in your organization, when the module is set to Registration or Membership, you can configure advanced refund charge options to control when refund charges are applied for registration refunds/transfers and membership refunds.

    8. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding or modifying a charge

Adding or modifying a GL account

Refunding a transaction

 

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