Refund Overpayments

List

Administration Adjustment Screen Sample

Refunds  List Sample

Administration Functions Overview

Description

The Refund Overpayments option will display Customers that have overpaid one or more of their student Loan/Receivables. To process a Refund Overpayments transaction, select the appropriate Customers and click the Saveicon in the function bar.  If the refund is successful a pop up window is displayed (see sample below).

·        The Adjust Overpayment Amount link is displayed if a Customer has an overpaid amount for a Loan/Receivable or Loan/Receivables, but has other Loan/Receivables with remaining balances.  When clicking the Adjust Overpayment Amount link a new window is displayed (see Post Payment for details).

  

When clicking on the View Refund Queue link a new window is displayed (see Refund Queue for details).

Refund Overpayments List Sample

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Successful Refund Popup Sample

 

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