Refunding fees (non-Billing)

When you refund a fee, Infor Operations and Regulations adds the refunded amount to the total overpayments on the application. If you refund the total amount of a fee, Infor Operations and Regulations changes the status of the fee to Unpaid, but 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 void the payment or 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 Fees link above the All Fees grid.
  4. Select each fee that you want to refund in the Fees grid.
    You can select multiple fees for refund.
  5. Click Next.
  6. In the Refund Amounts grid, specify the amount of each fee that you are refunding.
    The Refund Amount column shows the full amount of each selected fee by default. To refund less than the full amount, edit the value in this column.
  7. Specify any other information about the refund.
    You can specify a reason and other information for the refund in the Adjustment Reason and Comments fields. You can also specify an authorization code for this refund in the Authorization field.
  8. Click Next.
  9. 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.

    See Supervisor approvals.

  10. Click Refund Refund button.

    Infor Operations and Regulations adds the total refund amount to the application's overpayment amount. If a fee was paid with an escrow account, the amount is transferred back to the escrow account. Infor Operations and Regulations also changes the fee statuses, if necessary, and generates transaction records.

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