Reverse a refund that was created in error when it meets the conditions below. The reversal applies to the whole refund.
Required LRM Access: Owner, Admin, Finance Admin and Finance User
Before you begin
Check that the refund:
- Has a status of Processed.
- Has not been processed through Stripe or Paygate.
You cannot reverse part of a refund. The reversal date must be on or after the refund date and later than the Accounting Period Lockdown date.
1
Reverse a Refund
- Navigate to LRM > Finance > Refunds
- Find and open the refund you need to reverse
- From the Action menu, click Reverse Refund
- Enter a Reversal Date that meets the date requirements above. Enter a reason if needed.
- Click Save
