BulkCreditBalanceRefund_Tab1
Refund User Name (HouseholdBulkRefund_PaymentUser)
Accept the default entry (your User ID) or click the Picklist icon to select an alternate User to link to your refund.
Note: The ability to override the Refund User Name is controlled on the Permissions profile • Button/Misc Permissions tab • Override Permissions Group.
Refund Cash Drawer (HouseholdBulkRefund_PaymentDrawer)
Accept the default entry (your Drawer Number) or overwrite it with an alternate Drawer to link to your refund.
Note: The ability to override the Refund Cash Drawer is controlled on the Permissions profile • Button/Misc Permissions tab • Override Permissions Group.
Refund Date (HouseholdBulkRefund_PaymentDate)
Accept the default entry (today's" date) or click the Date icon to select an alternate Date to link to your refund.
Note: The ability to override the Refund Date is controlled on the Permissions profile • Button/Misc Permissions tab • Override Permissions Group.
Email Receipts (HouseholdBulkRefund_EmailReceipts)
Select this option to have Receipts sent to Households via email when the process is complete. Receipts generated from running this program can be printed from the Document Center as well.
DeleteHousehold Records (HouseholdBulkRefund_Datagrid)
The Household Records displays households with a valid credit balance generated within the Date Range you selected above. Review the households in the DataGrid. Use InLine Editing, if desired, to change the Refund Amount.
THEN
Highlight/select the households for whom you wish to process the refunds. Households must be selected individually and refunds will be processed only for those households you select.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Delete