Invoice Refund

Invoice - Refunds

The Refund action is used to provide refunds (with or without transaction fees) from existing invoice payments.

1. Select one of the installments (only Invite Based Registrations will have more than one installment)
2. Select if the full installment is refunded with or without transaction fees. Note, one refund action can be applied to each installment payment.  If a partial refund is made, no additional refunds can be made via the system for that installment payment.
3. Select the installment status after the refund. Take care if selecting the “Installments become unpaid.
   1. Installments remain paid. This is the default option. In this case, Byga does not attempt to subsequently charge for this payment.
   2. Installments become unpaid. This option should be selected cautiously as Byga will attempt to charge for this due payment at the next possible opportunity (unless it is the first installment, in which case Byga will not attempt to charge automatically). Before selecting this option, it is recommended to suspend the invoice to avoid having the installment charged by Byga immediately before the payment information is updated.
      1. Incorrect Payment Method Used: One reason this option might be used is when a family used an incorrect payment card or method and needs to make a change. The following procedure is recommended:
         1. Suspend invoice
         2. Refund installment
         3. User updates payment information
         4. Resume invoice
      2. User made a mistake and registered in the wrong program
         1. Suspend invoice
         2. Refund installment
         3. Remove from registration from registration dashboard (terminate invoice only will retain the user in the registration history)
4. Add an explanatory note. Regardless, a timestamped system note will be created indicating the user that made the refund.

For more information, please reference Invoice Management