If you use a 3rd party payment processor, refunds will need to be processed directly in your processing account with Authorize.net or Moneris. Once you have issued the refund, the tenant’s billing history can be updated in Easy Storage Solutions by following the steps below.
1. Click the Customers tab.
2. Locate and select the customer's name to pull up their account.
3. Once their account has been pulled up, scroll down until you see the Billing History section.
4. Click on the date to the left of the payment line item in the Billing History.
5. Subtract the refunded amount from the original payment amount and change the payment amount to reflect the amount of the payment left after the refund has been issued.
For example: If the payment is $50 and you’re refunding $50, the payment amount will need to be updated to zero.
If the Payment amount is $50.00 and you only refund $20.00, the transaction on the billing history should be changed to $30.00 collected.
6. Click Update Line Item to save your changes.
7. After updating the payment amount, there will be a balance on the tenant’s billing history. You can easily void the balance by going to the bottom of the tenant’s Billing History and clicking Mass Void Unpaid Line Items. Select all line items that need to be voided and include a note stating a refund was issued to the tenant, how the refund was issued (Cash, check, electronic transfer, etc), and the reason why the money is going back to your tenant.
8. Click Void Selected Line Items.
Please contact your processor if you have any questions about refunding the payment directly in your Authorize.net or Moneris account.