Refund Credit Balance

Refund Credit Balance

To issue a refund for an open credit, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “Manage Charges/Credits”. On the Manage Charges/Credits page, all unbilled charges & unapplied credits will be displayed. Check the corresponding box(es) on the right for open credits you wish to refund; then, click “Issue Refund”. The Issue Refund popup will open; fill in the required fields with the appropriate information, & click “Continue Refund” to proceed & complete the refund. 
    • Related Articles

    • Refund Settlement

      Refunds that are paid by check (credit balance refunds or other check refunds) should be updated with the corresponding check number and check date.  To update this information, click on “User Management” & search for the user’s account. Next, hover ...
    • Issue Refund for Open Credit

      To issue a refund for an open credit, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Manage Charges/Credits”.  On the Manage Charges/Credits page, all unbilled charges ...
    • Apply Credit Adjustment to Unpaid Balance

      A credit adjustment can be applied to an unpaid or partial paid order/invoice to reduce the balance due.  To apply a credit adjustment, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the ...
    • Partial Refund

      To process a partial refund while maintaining the participant’s registration, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Manage Credit/Charge”.  On the Manage ...
    • Partial Refund

      To process a partial refund while maintaining the participant’s registration, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Manage Credit/Charge”.  On the Manage ...

    Confidentiality

    The information contained in this website (including documents/email) is intended only for the use of the recipient(s) and contains proprietary, confidential or privileged information of Digital Signup. If you are not the intended recipient, you are hereby notified that any disclosure, dissemination, distribution or copying of the information contained on this website is strictly prohibited.