Scheduling a Client Refund

*PLEASE REQUEST THE CONSUMER SIGN AN ACCOUNT CLOSURE & BALANCE REFUND REQUEST FORM (ACR) AND UPLOAD ON CLIENT'S PAGE PRIOR TO SCHEDULING REFUND.

Select Add a Payment link from clients page and an overlay will appear.

FOR AN ACH REFUND:

ACTIVE: Box should always be check marked
TYPE: Client Refund
SUB TYPE: - Select - (DO NOT CHOOSE AN OPTION FROM DROP DOWN MENU i.e. ACH / Check By Phone)

• Account Number will auto populate - confirm info or update per consumer's instructions ACR doc
• Routing Number will auto populate - confirm info or update per consumer's instructions ACR doc
• Account Type will auto populate - confirm info or update per consumer's instructions ACR doc

PROCESS DATE: Select next business day or current date if scheduling before 12pm PST cutoff time
OCCURS: Defaults to 1 time
AMOUNT: Type in refund amount
MEMO: Type in reason for refund i.e. "Client Cancellation Refund"
ACTION: Select "Schedule Transaction" from drop down

Click SAVE button to schedule |Fee to client: $0.00

FOR A CHECK REFUND:

ACTIVE: Box should always be check marked
TYPE: Client Refund
SUB TYPE: Check, 2nd Day Check, Overnight Check (DO NOT SELECT ANYTHING ELSE IN DROP DOWN i.e Standard Check)

• Window will default with consumers info on file - confirm info or update per consumer's instructions ACR doc
• WHEN ADDRESS IS UPDATED VIA WINDOW PLEASE EMAIL clients@debtpaygateway.com so that shipping address is correctly updated before check is shipped

PROCESS DATE: Select next business day or current date if scheduling before 12pm PST cutoff time
OCCURS: Defaults to 1 time
AMOUNT: Type in refund amount
MEMO: Type in reason for refund i.e. "Client Cancellation Refund"
ACTION: Select "Schedule Transaction" from drop down

Click SAVE button to schedule |Fee to client: $5.00 / $10.00 / $25.00 respectively.