How to Refund an ACH Payment on an Invoice That is NOT Paid in Full

Note 1: Before refunding an ACH, please confirm a minimum of 10 business days have passed since the payment was made.

Note 2: After refunding an ACH, please notify the family that the refund may take up to 10 business days to process.

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Sales > Invoices.

3. Use the search and filters to find the invoice you want to refund.

4. Click the invoice number to open the invoice.

5. Under Payment Schedule and History, click on the payment you wish to refund.

6. Click Refund.

7. Gross Amount: This will default to the total amount paid by the client on the selected payment. If necessary, adjust this to the amount being refunded.

8. Admin Fee: Skip this section.

9. Admin Fee Division: Skip this section.

10. Method: This will default to the Original Electronic Payment Method (ACH in this case)

11. Click Process Refund.

12. Under Payment Schedule and History, click the .

13. Amount: Adjust this amount to match the amount that you refunded.

14. Method: Use the dropdown to select Pro-Rate. Select Discount if an established discount is being applied to the invoice retroactively.

15. Method Sub-Type: Use the dropdown to select the most applicable reason for the pro-rate.

16. Description: Skip this section.

17. Click Save Payment.

18. Confirm that the balance on the invoice is the same as it was when you first opened the invoice.

19. Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.