Refund a Credit Card Payment from Patron Status - Account View

This refund method is convenient when you are working with a patron’s account. To refund credit card payments from the Patron Status workform - Account view:

Note:
You need the Polaris permission Fines: Allow refunds to issue a refund on a credit card account, and credit card payments must be licensed for the Polaris staff client to refund a credit card payment by this method. If you need to refund a credit card payment made through PAC, and your library does not have a staff client license for credit card processing, you can refund the payment using the Credit Card Payments Manager. See View orders and refund credit card payments.
To refund credit card payments made through Comprise SmartPAY, both the branch that took the payment and the branch issuing the refund must use SmartPAY. A SmartTerminal must be connected to your workstation.

  1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
  2. Click pTransSumIcon00049.gif or press CTRL+T to display the Transaction Summary dialog box.

All reconciled transactions appear.

  1. Select the appropriate payment or payments in the list. If you select more than one payment, all payments must be from the same order.
  2. Right-click and select Refund from the context menu.

The Credit Refund dialog box appears.

  1. Type the amount to refund in the Amount box.

You cannot make a partial refund if you selected more than one payment. You must refund the entire amount.

  1. (Optional) Type a note describing the reason for the refund.
  2. Click OK.

A confirmation message appears. Click Yes to proceed with the refund.

Note:
If the amount of the refund exceeds the net sale, a message is displayed. You can credit the maximum amount, or close the message box to cancel the transaction.

If your payment gateway is Comprise SmartPAY, swipe the patron’s card in the SmartTerminal reader.

The credit receives a transaction reference number, and will be subtracted from the patron’s credit card account balance.

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