Work 365 Version 2.0 enables Partners to manage refund payments. To enable this functionality, changes can be made at the system level, or at the customer Billing Contract level.
- Enabling Refunds at the system level:
- Work 365 > Configuration Settings
- Under the Invoice Section, select Generate Refund Invoice
- Select yes
- Go to a Billing Contract, and update the Process Refunds field to “Use Global Setting.” This will align the billing contract to the configuration setting for enabling refunds
- The refund setting at the Billing Contract level will override the configuration setting.