How to Process a Refund

1. Navigate to the Policy Page 

2. Click the Cancel Tab 

3. On the Details tab, click  

4. After clicking , an Add/Edit Payment Window will appear. Confirm the refund details: 

a. Payment Type- Cancel Refund 

b. Method Type- Choose Credit Card or Paper Check 

c. Method Source- Confirm the last 4 digits of the CC used for the original payment 

d. Payment Amount- Confirm the amount to refund 

e. Payment Date- Will default to today, click the calendar to change the date if needed 

f. Click Save- This initiates the refund transaction 

5. The screen should automatically display the Payments tab. Here you can see the original down payment that 

  was processed as well as the down payment refund if it was successful. 

6. If the down payment refund was unsuccessful, Click the   transaction log icon.  

7. Click the transaction to see more details. 

1. Navigate to the Policy Page 

2. Click the Payment Tab 

3. Click the   icon (An Add/Edit Payment window will appear)  

a. Payment Type- Select “Down Payment Refund” from the drop-down menu 

b. Method Type- Select Credit Card or Paper Check 

c. Method Source- Confirm the last 4 digits of the Credit Card or Account # to refund 

d. Payment Amount- Enter the amount you wish to refund 

e. Payment Date- Defaults to today’s date. Click the calendar to change 

f. Click Save- This initiates the refund transaction 

4. If the down payment refund was unsuccessful, Click the   transaction log icon.  

5. Click the transaction to see more details.