Refunds

You can initiate either a full or a partial refund of unallocated payments when you process a refund from an application (See Payments ). If you need to refund more than the amount currently unallocated, you can withdraw payments from individual fee items.

To refund a payment from an application

Find and open the record requiring the refund.
Select the Payments tab.
Select Refund.

Note: Civic Platform displays a list of any assessed fees and the total amount of any unallocated payments.
Do one of the following:
- To withdraw the full payment, mark the check box next to the fee and select Full refund.
  
  or
- To withdraw part of a payment, enter the partial payment amount in the Amount field next to the fee.
  
  Note: Civic Platform increases the total refund amount.
To recalculate the total refund, press the TAB key.

Note: Do not press ENTER to recalculate! Pressing ENTER completes the transaction rather than recalculate it.
Select Submit.
Complete the fields with available information (see Refund detailsfor field descriptions).
Select Submit.

Civic Platform generates a receipt.
To view or print the receipt, select the link to the receipt number. Use your browser’s print function to print the receipt.

Refund a payment from the payment processing page

Use the Refund tab on the Payment Processing page to refund multiple fee payments for one or more applications simultaneously.

To refund a payment through the Payment Processing Portlet

From the Payment processing page, select the Refund tab.
Use the Search icon associated with criteria to locate the items you want to refund. Repeat the search until all refundable items display.

Note: As Civic Platform displays a list of items that match your search criteria, the Available refund amount updates automatically as you add items to the list.
Select each item that you want to refund.
Complete the fields in the Refund payments section with available data (see Refund detailsfor field descriptions).
Select Submit.
Select Refund.

Note: You can view the transaction details by selecting the History tab and then the Transaction ID. You can navigate through the transaction to view additional details. You can also print a receipt.

Refund a payment from the point of sale page

Use the Refund button from the Point of Sale page to initiate full or part refund of unallocated payment. You cannot refund more than the payment amount currently unallocated.

To refund a payment from the Point of Sale page

From the Point of sale page, find and open the record.
Select the Payments tab.
Select Refund.
Do one of the following:
- To withdraw the full payment, mark the check box next to the invoice and select Full refund.
- To withdraw part of a payment, enter the partial payment amount in the Amount field next to the invoice.
  
  Civic Platform increases the total refund amount.
To recalculate the total refund, press the TAB key.

Note: Do not press ENTER to recalculate! Pressing ENTER completes the transaction rather than recalculate it.
Select Submit.
Complete the fields with available information (see Refund details for field descriptions).
Select Submit.

Note: Civic Platform generates a receipt.
To view or print the receipt, select the link to the receipt number. You can use your browser’s print function to print the receipt.

Void a refund

You can void a refund in Civic Platform, provided that Civic Platform has not yet disbursed the refund.

To void a refund

Find and open the record you want to void the refund.
Select the Payments tab.
Select each refund transaction that you want to void.
Select Void.

Note: Civic Platform updates the transaction status to Voided.