Creating a GrowthZone Pay refund is a two-step process: first, you will refund the charge through the processor, then you will create the matching accounting transaction. 

IMPORTANT: When creating GrowthZone Pay refunds, the following rules apply: The credit card charge must have been processed successfully If the charge is too recent, the refund will be processed as a reversal The charge must be less than 90 days old. If the charge is more than 90 days old, the Refund button will not display. You will need to process the refund. The refund amount cannot exceed the amount of the payment

1. In the Billing module, click the Reports tab.

2. Click Payment Processing Reports / Management Tools in the Banking section.

3. Enter any desired filtering criteria, such as date range. You can also click the Select a Member link to search for transactions for a specific member. Click Refresh Report.

4. In the Actions column, click Refund for the desired transaction. IMPORTANT: The Refund option will not be available if you have previously created a refund, the charge is over 90 days old, or the charge did not process successfully.

   

5. The full amount of the payment is displayed to refund, you can enter a partial amount if needed. Click OK.

6. Click Yes to confirm that you do wish to process this refund. Once processed, the refund cannot be reversed.

7. If you would like to create the matching accounting transaction, click Yes. NOTE: If the option to create the matching transaction is NOT displayed, follow the instructions to create the matching transaction.

8. The refund screen will display a negative amount for the refund. If you are processing a partial refund, change the amount in the Price Each column.

9. Click Save. The refund will be displayed in the member's Transaction History as a Receipt.

NOTE: With GrowthZone Pay, a partial refund will appear on the person's statement differently than a full refund if the original charge has not yet been fully processed. The credit won't appear as a separate line item on the bank statement. Instead, the original charge should post for a lower amount on the customer's statement. This will especially be an issue when a partial refund is issued shortly after the original charge was made. For example, a charge is made for $830.00. A partial refund was issued for $35.00 while the original charge was still listed as pending so the charge was updated to $795.00. There will not be a separate transaction for the refund issued. If the customer has questions on how this shows on their statement, they should contact their bank directly.