How to refund a non overpaid tax bill

Customer made a double payment and needs one refunded however tax bill does not show a credit balance

• Munis

• MA Tax

• Customer made a two payments and would like one refunded

• Customer made a payment as well as their bank and want a refund

1. Navigate to Property Revenue > Payment Processing > Bill Refund Processing

2. Click No if redistribution is not needed before refunding

3. Click Plus Sign to add a new refund record

4. Enter the AR Category, Year & Bill

5. Click Accept

6. Click Update

7. Select a reason code from the drop down

8. Update customer number or customer information if check is being mailed to a different customer / bank

9. Tab to Prin Ref

10. Enter the correct amount of the refund.  **Note** Be sure to break out the refund amount correctly by charge code to keep the tax bill in balance.  

11. Click Accept

12. Click Output Rel to finish releasing the refund