Sometimes you need to record a refund in Civic Review. This process is simple, but it's important to understand how it works with your payment processor.
Most payment processors require you to handle the actual refund process directly on their platform. Civic Review records the refund for accounting purposes, but it doesn't process the money. The only exception is if you are using Stripe as your payment processor; in that case, you can process the refund directly within Civic Review (learn how to do this below).
Step-by-Step Guide to Recording a Refund
Open the Application. Navigate to the application record for which you need to process a refund.
Access the Fees. In the "Fees" section, click the "View/Edit" button.
Find the Payment. Locate the specific payment you want to refund and click on it.
Initiate the Refund. A "Record Refund" button will appear. Click on it.
Note for Stripe users: If your organization uses Stripe, a "Refund" button will be available in the permit details section, which allows you to process the refund within the Civic Review software.
Enter Refund Details. A new window will pop up. Enter the amount you want to refund and add a note explaining the reason for the refund, if desired.
Save Changes. Click the "Save" button.
Reset Application Status. After saving, Civic Review may automatically change the application's status back to "Incomplete." To fix this, click "Override," select "Complete," and save to return the application to its correct status.
Your recorded refund is now complete in Civic Review! Remember to also process the refund through your payment processor, unless you are using Stripe.