Processing a Refund

1. On the Debtors Payment/Receipt Entry window, enter a payment with a negative value.

2. Click Save. The Credit Card Details window appears, but with an additional field.

   

3. Enter the cardholder details to match those of the original payment and also enter the TrxID obtained from the original payment as viewed in the debtors transaction grid.

With refunds the DPS server is smart enough to know how much has been processed and will not allow you to refund more than was originally paid on that TrxID. You can do multiple partial refunds up to that amount so it knows the rolling balance. This accounting is in their server not our database. Refunds cannot be processed against payments which were authorisations only.