Refunding a fee (CDR Billing)

When you refund a fee, Infor Public Sector adds the refunded amount to the total overpayments on the billing account associated with the application. If you refund the total amount of a fee, Infor Public Sector changes the status of the fee to Unpaid, but also reduces the amount due to 0.00 so the fee doesn't have to be paid again. If the fee still must be paid, you should reverse the payment rather than refunding it.

Supervisor approval might be required to refund a fee, depending on your system configuration.

  1. Load the application you want in the Application InfoViewer.
  2. Select the Fees tab and the Fees subtab.
  3. Click the Refund Fee link above the All Fees grid.
  4. Select the fee you want to refund and click Next.
  5. In the Refund Amount field, specify the amount that you are refunding.
    The total amount of the fee is displayed by default.
  6. Specify any other information about the refund.
    You can specify the amount that you are refunding in the Refund Amount field and specify a reason for the refund in the Adjustment Reason and Comments fields. You can also specify an authorization code for this refund in the Authorization field.
  7. Click Next.
  8. If supervisor approval is required, enter the necessary authorization.
    Depending on the system configuration, you must enter your user name and password or your employee ID and PIN.
  9. Click Refund Refund button.

    Infor Public Sector transfers the amount that you specified to the application's total overpayment amount. If the fee was paid with an escrow account, the amount is transferred back to the escrow account. Infor Public Sector also changes the fee status, if necessary, and generates transaction records.

    If the customer wants his money back, you can now refund the overpayment.