How to Process a Refund Finance Reversal in 3.1
Problem
How do you perform a Refund Finance Reversal in 3.1, like we could do in 10.3?
Solution
Perform a Payment Reversal from the Transaction Update program. Go to Processing Ribbon Transaction Update.
Process the Payment Reversal against the Refund Finance Receipt. This process will put the money back on the household as a Credit Balance. From there you can process another refund (i.e. Refund Now) or opt to leave the money as a Credit Balance. Basic instructions appear below.
To Process a Refund Finance Reversal
1. Determine the Receipt Number from the original Refund Finance Receipt.
2. In RecTrac, go to Processing Ribbon Transaction Update.
3. Enter the Receipt Number from Step 1 into the Receipt Number field.
4. Click Reverse Receipt Payments. The receipt will appear in the DataGrid.
5. Highlight/select the Receipt and click Reverse at the bottom of the screen.
6. Exit Transaction Update.
7. Leave the Credit Balance on the household or go to Global Sales and process a new refund.
See Also: Running the Txn Update Program.