Full Title: Researching Refunds - Draft
Short Description: How to research / locate refunds for an org or individual that has been processed.
There are two ways that you can locate / research a refund for a record.
1.) Query Search - You can run the "Refund Search" query where you will be prompted to enter the customers name or record ID to locate the refund record. (see below)
2.) On the customers / orgs record, select "Purchases" and "Recent Payments". If there is an existing refund, it will be listed under the invoices marked with a "canceled date". (see below)
Business Rules:
- Refund Processing. Please submit ALL Refund requests to ALTA Accounting Manager for processing.
- Questions about Accounting setup, processes, and procedures should be directed to the ALTA Database Administrator and/or the primary staff person for ALTA Accounting.
