Refunding An Applicant

Refunding an Applicant

Please Note: You can only refund the Applicant for money you still have.  For example, the Deposit must still be in the Account you are refunding from or there must be enough Agency Fees available to allow a refund of Administration Fees.

1. On the Applicant record go to Actions > Refunds

2. On the Refunds screen click Add Refund Item

3. Select the relevant Charge Item and enter all required information, then click OK

4. Choose the Refund Type that you will be using to pay the money back to the Applicant and enter any other required information. Click Update



ANNOUNCEMENTS:

Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

Submit a Query
Connect to Support
Allow Jupix Support team to log into your computer. Load Teamviewer from here when requested to do so by our Support Team .

User Voice
Login to the community to suggest and vote for new and improved functionality within Jupix.
Submit a Query
Print Article Email Article Request Training