Similar to pre-settled credit card receipts, if your association has refunds already processed outside of Personify360, you still need to enter them in the database for accounting purposes. Entering the refund as pre-settled will only record the transaction in the database. Personify360 does not attempt to credit back the customer’s card or capture it during CCP610.
To record a pre-settled refund, follow the same instructions for processing a receipt refund as outlined above, except check the Pre-Settled checkbox on the Cancellation and Refunds screen when entering the refund.