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Refund/NSF Module

Kali 7 ár síðan í Payments/ERA Modules • Uppfært 7 ár síðan • 4

Anyone else have the issue of trying to refund a client account in Procentive, and it will not pull up the client?
Does it matter if the payment is in a 'closed period'?

Kali 7 ár síðan

I take back the closed period question.  The client I'm trying to process a refund for, the payment is in an open period.  


When I choose "Client"  from the picklist to refund by trying the client number, client first name, or client last name, the search returns "No records found."

ahuseby 7 ár síðan

When this has happened to me, it was because the client I was trying to refund was inactive.  As soon as I activated their record and went back into the refund module, the client appeared for me.

Laura Hulsey 7 ár síðan

I have had that happen, the client was "inactive".  Apparently, refunds are only available to "active" clients...

Kali 7 ár síðan

This client is listed as active.  I ended up sending a ticket to Procentive.  


And now I checked on it this morning and it works perfectly fine.... must have been related to some of the issues with Procentive yesterday.  


Thanks for the input!  

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