How to Change the Customer Being Issued a Refund

The customer being issued a refund needs to be changed.

• 2019.1+
• Refunds
• Bill Refund Processing

Refunds are automatically issued to the customer associated with the bill. If a refund should be issued to a different customer, the refund will need to be updated.

1. Navigate to Bill Refund Processing either by searching or using the following path: Munis > General Revenues > Payment Processing > Bill Refund Processing
2. Select the refund that needs to be updated by clicking Search.
3. Enter the AR Category, Year, and Bill Number for the refund record.
4. Click Accept.
5. To change the customer being issued the refund, click Update.
6. Enter the customer number for the customer being issued the refund.
7. Click Accept.

• For further guidance on how to process a refund, please visit the following link: How to Refund a Bill
• If you require further assistance with this process, please contact the support team for the category of bill that is being refunded (i.e. Tax Support if the refund is for a category 20 bill, General Billing if the refund is category 01 or 02, etc.).