How to Process a Refund

1. On the Policies page, go to the Payments tab and click the  Icon 

2. On the Dropdown, choose either Cancel Refund, Down Payment Refund or Finance Payment Refund 

a. Cancel Refund – Use Cancel Refund to provide the customer with the Full or Prorated refund 

b. Down Payment Refund – Use Down Payment Refund to provide the customer a refund of

their initial down payment. This type deducts from the Customer’s Balance Paid. 

c. Finance Payment Refund – Used to provide the customer with a refund of the monthly

  installment payment. This type deducts from the Customer’s Balance Paid. 

3. Type the Payment amount 

Choose the Date, then click Save