Refund Request

Once you create a refund request, the Refund Request screen allows you to:

• Edit and delete a refund request

• View the details of a refund request

• Submit a refund request for approval

• Approve or reject a refund request

• View the log of a refund request

• Add a log entry for a refund request

• Void a refund request

This screen consists of the following tabs:

• Main - Displays information about the refund request. It contains the following zones:

  • Refund Request - Displays the details of the refund request.

  • Refund Details - Lists the entities, such as payment events, payments, and/or credit bill line items (such as credit bill segments and adjustments), of the account which must be refunded.

  • Bill Line Items - Displays the details of the bill which must be refunded.

    Note: This zone appears when you click the Broadcast () icon corresponding to the entity type as Bill in the Refund Details zone.

• Bills - Used to search bills with credit line items, such as credit bill segments and adjustments, that you want to refund. It contains the following zones:

  • Search Bills - Lists completed bills of the account which are either with credit balance or have one or more credit line items, such as bill segments and adjustments. You can filter the bills using various search criteria.

  • Bill Line Items - Lists the debit and credit bill segments and adjustments of the bill.

  This tab appears when the refund request is in the Draft status.

• Payments - Used to search payment events or individual payments that you want to refund. It contains the following zones:

  • Search Payment Event - Lists the payment events which are created for the account. You can filter the payment events using various search criteria.

  • Payments - Lists all payments created through the payment event.

  This tab appears when the refund request is in the Draft status.

• Log - Lists the complete trail of actions performed on the refund request.

Related Topics

Parent topic: Refund/Write Off Request