With the desired household selected in Global Sales:
- Click the Purchase History tab.
- Sort the datagrid as necessary (Client Name, Activity Start Date, etc.).
- Select the Activity Section you wish to withdraw by clicking it.
- Click the Cancel button.
- Choose Cancel Selected Items.
The selected items are added to the shopping cart as a refund. Request a refund through the payment processing window as necessary:
| Refund Option | Action |
|---|---|
| Leave the credit on the Household account. | Select the Refund Apply refund option and click the Process button. The credit will be added to the Household to be used for future purchases. |
| Send a check to the client. | Select the Refund Finance refund option and click the Process button. A check request will be sent to the Department of Finance and a check will be mailed to the customer within 2-3 weeks. |
| Refund the credit to a credit card. | Select the Refund Now refund option and then select Credit Card as the paycode. Choose the credit card you are refunding from the Linked Credit Cards dropdown and click the Process button. Note: The client must have paid for the item with a credit card originally. If no cards appear in the dropdown, you can NOT refund to a credit card. |
| Same day cash refund. | Select the Refund Now refund option and then select Cash as the paycode. Click the Process button. Note: Refund Now as Cash will effect your drawer posting. DO NOT REFUND NOW if the payment didn't occur that day. |