support@valuelinksoftware.com | (888) 587-0805 x.2

How to Issue Refunds for an Order

ValueLink allows you to issue a refund against payments received against an order in the system. To issue a refund, follow the steps below: 

Note: Refunds can be issued for settled transactions only. So if this card was processed today and the payment has not been settled, you will have to void the transaction in Authorize.net to issue the refund. 

 

1.Click on Actions to display the menu, and then on View Invoice under Invoices 

MANAGE ORDER: 226-00020 A @ O (See Order History) Order Details Borrower Property Appraisal Vendor Team Members Review Reports Potentially 2 duplicate orders exist for this property Click the expand icon to see details. AVMS Linked Orders Order Type Group Turn Time Order Source Billing Method Docume General Options See History Update Status Printer Friendly Version Edit Order Modify Order Due Date Duplicate This Order Pause Automated Alerts Do Not Apply Follow Up Rules Do Not Allow Auto Assignment Assignment Options Assign To Appraiser Assign via Broadcast Assign To Reviewer Assign To Staff Actions Order Management Set Inspection Date Submit Appraisal Report(s) Send Order Send Order Details To Client Invoices View Invoice View Reviewer Invoice Order Details Order Type Appraisal Number Status Payment Status Client Name Client Address Investor Name Loan Number Residential Appraisal 226-00020 @ Unassigned Request Status Update PAID IN FULL GMM-San Diego 4820 Eastgate Mall N/A BRP22001951 Client Display Name , suite 100, san Diego CA 92121

 

2. You can see the payment details at the bottom of the invoice. Click on the Credit Card link under the Payment Method to view the payment details screen 

FEES Item 1004 MC ADJUSTMENTS Date 6/2023 Type Payment Method Credit Card Details Card Holder oscar austin I card Number XXXXXXXXXXXXOOOS SUBTOTAL SUBTOTAL TOTAL AMOUNT DUE Amount 4gg_oo S499.oo Amount 4gg_oo S4gg_oo scoo This is an advancement

 

3. Scroll down to the Payment Applied to the Following Orders and click on the Issue Refund button on the payment applied to the order. 

PAYMENT DETAILS Payment Details Client Payment Date Payment Amount Credit Card Information Name on Card Card Type Expiry Month/Year Billing Address Billing City Transaction ID Other Information Other Details Entered On Exported To QB QB sync ID Payment Applied In QB Last Updated On GMM-San Diego 2/16/2023 499.00 oscar austln American Express 6 / 2023 test address city 6020g587548 N/A 2/16/2023 12-39:30 PM False N/A False N/A Payment Method Unused Amount Card Number Billing State Charged Credit Card? Gateway Entered By Updated In QB QB Transaction ID Applied Payment QB Sync ID Credit Card XXXXXXXXXXXX0005 True Authorize.net oscar austln False N/A N/A N/A Payment Applied to the Following Orders = Actions Delete Order Details 226-00020 3 waverly place Gansevoort NY 12831 Borrower: Harriet Loan # BRP22001g51 Client GMM-San Diego Ordered By. Raveen Phifer Dates Ordered: 6/2022 AM Completed: N/A Last Updated By Status Unassigned Appraisal Fee 499.00 Net Amount Paid 499.00 Refund Issue Refund

 

4. Enter the Refund Amount and the Refund reason and click Refund You can issue a full refund or a partial refund on the payment. If a partial refund is made, the remaining amount will remain applied to the order on the Payment Details screen. 

ment Amount dit Card I ne on Card d Type iry Month ing Address ng City nsaction ID ler Inform er Details ered On orted To Q Sync ID ment Appli t Updated 4gg_oo REFUND AMOUNT Unused Amount 000 INSTRUCTIONS: Refunds can only be issued for SETTLED transactions. The refund amount may not exceed the amount paid Appraisal Number Property Address Appraisal Fee Amount Paid Refund Amount Refund Reason Refund 226-00020 3 waverly place Gansevoort NY 12831 499.00 4gg_oo 4gg.oo Refund issued for Order 226-00020 Cancel {ment Applied to the Following Orders

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk