Question

How do I refund a payment in Control?

Answer

To refund a payment on a order:

  1. Open the Order Explorer by clicking on Explorer | Explore Orders
  2. Locate the Order with the payment you want to refund.
  3. Right-click on the order. On the pop-up menu click on Order Options | Give Refund.
    1. Enter the Refund Amount
    2. Select the payment type to use when refunding, such as a Cash, Check, or a Credit Card.
    3. If refunding by credit card enter the credit card details to use when refunding. If you are using the credit card processing integrated within Control the refund will be issued to the card you specify in these fields.

  1. Enter the reason for the refund and click OK to process the refund.

**Note:** In order to process a refund the order must have a payment on it and the order must be in a open status of WIP, Built, or Sale. If it has been closed within the last 90 days you will need to change the status of the Order from Closed to Sale before attempting to process the refund. Any orders that have been marked closed more than 90 days ago can only be re-opened manually by contacting Technical Support. If those conditions are not met the option to Give Refund will not be shown on the menu.

To refund a payment on an company:

  1. Open the Company Explorer by clicking on Explorer | Explore Companies
  2. Locate the Company with the payment you want to refund.
  3. Right-click on the Company. On the pop-up menu click on Company Options | Give Refund.
    1. Enter the Refund Amount
    2. Select the payment type to use when refunding, such as a Cash, Check, or a Credit Card.
    3. If refunding by credit card enter the credit card details to use when refunding. If you are using the credit card processing integrated within Control the refund will be issued to the card you specify in these fields.

  1. Enter the reason for the refund and click OK to process the refund.

**Note:** In order to process a refund the company must have credit balance on it greater than $0.00. If that condition is not met the option to Give Refund will not be shown on the menu.

Notes:

  • If the payment was run using online credit card processing, the payment will be reversed online as well. (If the batch has not been settled it will be voided online, otherwise it will be refunded. Control handles this distinction automatically.)

Version Information

  • Entered : 8/2010
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