Initiating a Refund in the Cash Receipts Module

Refunding a remaining Unapplied Payment to a Credit Card

Go to the Cash Receipts Module
Press the green +Refund button
Press the green Search Contacts button and select the customer that has an unapplied payment
Press the Available Credit dropdown and select the balance left from an unapplied payment
The amount will auto-fill with what is remaining
Select the Refund Method dropdown and choose Refund Credit Card
Press the green Submit button to complete the refund
The refund should show up in the customer's account within 72 hours

This short video walks through the steps of initiating a refund through the Finance Application's Cash Receipts Module.

Tip: View the video in full-screen mode to see the details of the process.