What is the fastest way to bulk refund credit balances?
RecTrac 3.1.10.16.01
Table of Contents
Problem
I need to bulk refund many Household credit balances. What is the best way to refund these Households quickly?
Solution
The fastest, cleanest way is using the New Credit Balance Dashboard to issue refund finances.
Steps For Solution
- In RecTrac, go to the Credit Balance Dashboard.
- Use the Search Filters or the DataGrid Filters to narrow the results to the desired Households.
- When you highlight a Household from the DataGrid, the options on the right show all available refund methods.
- From here you can change the Credit Restrictions, push out for Refund Finance, check the credit Usage History, and Print Receipt.
- Clicking on a refund method will display a screen to review your changes and additional options to assign a Refund User Name / Refund Cash Drawer / Refund Date to the refund(s) as well as Email Receipts.
- Once reviewed, click Process Refund Finance.
The selected household(s) will now be refunded according to your selection in RecTrac.
Note
Refund Finance requires that you communicate with your finance department to facilitate these refunds.