Refunding an overpayment

Overpayments occur when a customer pays an amount greater than the fees charged on an application. You can refund all or part of an overpayment. Depending on your system configuration, supervisor approval might be required.

  1. Load the application you want in the Application InfoViewer.
  2. On the Fees tab, click Refund Overpayment.
  3. Ensure that the applicant who is receiving the refund is selected and click Next.
  4. Specify the amount of the refund in the Refund Amount field.
    Infor Public Sector enters the total amount of the overpayment by default. You can enter a smaller amount but not a larger amount.
  5. Provide any other information about the refund.
    You can specify a reason for the refund in the Adjustment Reason and Comments fields. You can also specify an authorization code in the Authorization field.
  6. Click Next.
  7. 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.
  8. Click Refund Refund button.
    Infor Public Sector shows a receipt for the refund amount. You can click Print to print the receipt for your customer.