Refunding an Invoice in the RunLoyal Staff Portal

Go to your RunLoyal staff portal on a Google Chrome browser
All settings-related items must be updated while on a desktop or laptop.

Select the invoice

1. Navigate to the desired invoice you want to refund.

Choose line items for refund
2. Click on the "Refund" icon located within a line item you want to refund.

PLEASE NOTE:

• The top refund icon is used if you would like to refund without showing a balance due OR if you would like to refund a single line item only.

• The bottom refund icon is used if you would like to refund the entire balance and apply a new form of payment instead (will show a balance due amount once the refund is processed).

3. Select all line items you want to refund.

   • If you are processing a full refund and would like the invoice to completely close out and show a zero balance due, select the "all" option and click "Apply" to finalize your selection.

Refund full amount (optional)
4. Click the "Refund" icon appearing in the payment line item to refund the entire paid amount.
5. Select the desired refund type from the available options listed as "Cash/Check/Card/Other."
6. Click the "Process Refund" button to initiate the refund process.
7. Click "OK" to confirm and finalize the refund.

Note: It will then show a balance due amount to apply a new form of payment. Apply a new payment to finalize.

A step-by-step tutorial with screenshots is included below for guidance: