Work 365

Managing Refund Payments

49 views February 14, 2019 February 28, 2019 0

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.

  1. Enabling Refunds at the system level:
    1. Work 365 > Configuration Settings
    2. Under the Invoice Section, select Generate Refund Invoice
    3. Select yes
    4. 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
    5. The refund setting at the Billing Contract level will override the configuration setting.

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