Cloud AMS allows you to issue full and partial refunds for credit card payments that were processed through the NAR E-Commerce Network. (Note: If your association uses ICVerify or VeriSign for credit card processing, you should refer to those articles instead for specific instructions.)
You can simply click a button on the Receipt Query Form to process the full credit refund automatically.
Receipt Query Form
In the Receipt Query Form, use a Range Search to look for the member number, office number, receipt number, credit card number, or even the amount, and find the correct receipt.
To issue a credit, highlight the receipt that requires a refund and click the Issue Credit button located on the bottom right of the form. Select the Batch ID where you wanted the refund to be included. Enter the amount of the refund and click on Issue Credit. Within a few seconds, the software will automatically issue a credit to the member's credit card for the highlighted receipt. A negative receipt will be created and the original invoice(s) paid will become outstanding.
You can also go straight to the member’s Accounts Receivable Form and click the Receipt History button to locate the receipt or payment you wanted to refund. Then click the Issue Credit button. This will process the same way as the Receipt Query Form.
NOTE: The Issue Credit button only applies to receipts processed through NAR's E-Commerce Network.
