Refund a Third Party Sponsor Payment 27h

Purpose: Use this document as a reference for creating a refund for an organization in ctcLink.

Audience: Student Financials staff

Creating Organization Refunds

Navigation:  Student Financials > Refunds > Corporate Refund

  1. Enter the Business Unit and click the Search button.
Find an Existing Value
  1. Enter or search for the External Org ID.
  2. Select the refund to process by checking the box in the Refund Selection area.
  3. Enter or confirm the Refund Amount.
  4. The Format defaults to A for Automatic Check.
  5. Enter or look up the Refund Item Type = Refund
  6. Enter of confirm the Contact Type of PRI.
  7. Event ID is not used.
  8. Click the View Refund Check expand section button to see a simulation of the refund check.
  9. Click the Post Refund button to post the refund to the corporation’s account.
Corporate Refund
  1. To view corporate refunds, navigate to Student Financials Refunds Review Corporate Refunds by ID.
  2. Click the Check/Voucher Info link for additional details.

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