Adding, editing and deleting refunds (General)

You can add, edit and delete refunds from several different places in Main Street Sites.

Where can you add, edit and delete refunds?

1. From Manage > Accounts > Accounts.
   
   Use this page to see all refunds for a single account at one time. See Adding editing and deleting refunds (from Manage > Accounts > Accounts) for details.
   
   
2. From Manage > Financials > Fees & Credits.
   
   Use this page to see all refunds for a single fee or credit at one time. See Adding editing and deleting refunds (from Manage > Financials > Fees & Credits) for details.
   
   
3. From Manage > Financials > Refunds.
   
   Use this page to see any and all refunds in your account at one time. See Adding editing and deleting refunds (from Manage > Financials > Refunds) for details.
   

Entering a new refund

You can create refunds by clicking on "Apply Refund" on any one of the pages listed above. 

After clicking on "Apply Refund," please follow the steps described in Entering a refund.

Editing existing refunds

You can edit existing refunds by selecting the "View" command for a refund on one of the pages listed above. (To access the "View" command, hover over the refund and click the far right blue down arrow.) 

In most cases, you can change the details of a refunds, including the allocations to credits or fees, at any time.

Deleting refunds

You can delete existing refunds by selecting the "View" command for a refund on one of the pages listed above. (To access the "View" command, hover over the refund and click the far right blue down arrow.)

Click on the "More" button and select "Delete This Refund." If this command isn't available, you can only void the refund (see the next section).

You'll be shown a confirmation page that explains the effects of deleting the refund. For example, deleting a refund that has already been applied to credits will cause the related credits to become "unpaid."

Click the "Delete" button when you are ready to delete the refund.