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BillMax User Manual
  1. Home
  2. Fundamentals
  3. Payments and Refunds
  4. How To
  5. Work with Refunds
  6. Create Refundable Amounts
  7. Create Refundable Amounts Using Sales Returns
  • Fundamentals
    • Automated Processing
    • Billing
    • Bookkeeping
    • Broadband Labels
    • Customer Organization
    • Customer Communications
    • Email Processing
    • Financials
    • Inventory Management
    • Payments and Refunds
      • Concepts
      • How To
        • Activate IPPay® Account Updater

          Account Updater provides updated cards numbers and expiration dates from lost, stolen or reissued cards, to ensure uninterrupted recurring payments. Account Updater electronically retrieves the most current card holder information and updates the information on file. BillMax customers can sign up for the service to take advantage of these benefits.

        • Add a Credit Card to an Account

          How to add a Credit Card to an BillMax Account using the Staff Portal

        • Configure Payment Processing by Virtual Company

          The default is for both BillMax EFP Credit Card processing and BillMax EFP E-check processing are to be ACTIVE steps in the nightly Batch Processing for all Virtual Companies. The steps below will limit the processing to certain Virtual Companies.

        • Create a Bank Deposit
        • Creating Bank Deposits from IPPay® data
        • Work with Payments
        • Work with Refunds
          • Create Refundable Amounts
            • Create Refundable Amounts Using Sales Returns
            • Create Refundable Amounts Using Allocations
            • Create Refundable Amounts using Store Credits
          • Manually Process a Credit Card Refund
          • Manually Process an Electronic Check Refund
          • Book a Refund while Viewing an Account
          • Correct a Settled Credit Card or Electronic Check Payment
    • Products
    • Provisioning
    • Remote Applications
    • Staff Portal
    • System Administration
    • Taxes
    • Reference
    • Disable BillMax System

Create Refundable Amounts Using Sales Returns

See Refundable Amount

  1. Create Sales Return Invoices using paid off Sales up to the amount to Refund. See Do a Sales Return or Store Credit Reversal.
  2. Verify the Refundable Amount is correct.
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