Auto Refund

When you cancel a paid invoice and select the Auto Refund check box, NetForum will credit the Cash account related to the Payment Method used to pay the original invoice. If the payment was a credit card payment (processed through the NetForum PayFlow Pro integration), then the credit card will be refunded automatically.

This method should ONLY be used for credit card refunds. You should NOT use Auto Refund if the original payment was made by check; NetForum cannot cut a check, so you should not be crediting the Cash account. Instead, cancel the invoice (creating a credit) and then manually add a refund.

When you add a refund, you may choose the appropriate account to credit based on payment method. If the payment was by check, you should choose some sort of Liability account (e.g. Refund Holding, Refund Payable, Accounts Payable). If the payment was by credit card (processed through the NetForum PayFlow Pro integration), you should select the Refund CC check box and choose a Cash account.

When the Auto Refund check box is selected, a tally of the total credit to be made appears at the bottom of the cancellation wizard form.