Refunding from a Client Purse

Clients may ask to be refunded for money that has been deposited to their purse.

Before you begin

EZ-Wallet must be open in the Trapeze4 Workstation.

About this task

You can review and search all purse transactions for the client in the Transactions frame.

Procedure

In the Client field, search for the client for whom to refund money.
In the Actions & Settings frame, click Refund.
The Purse - Refund dialog box appears.
In the Payment Method field, select the method by which the payment will be made.
In the Refund from Purse ($) field, type the amount to be refunded.
The amount is automatically subtracted from the amount shown in the Current Purse Balance field and the sum is shown in the Final Purse Balance field.
Click Save.
The Terms and Conditions dialog box appears.
Optional: Select another language in the Default Language list based on the client's preference.
The manner in which the client is informed of the terms and conditions of the transaction depends on your transit agency's policies. For example, you can choose to read the terms and conditions to the client or provide him or her a copy to read.
If the client agrees to the terms and conditions, select the I have read and agree to the above terms and conditions check box.
Click OK.
The Confirmation dialog box appears.

Provide the information associated with the refund method:

Typically, clients are refunded from the purse using the same payment type that was used to deposit the money.

If the client is using	Complete these fields
Cash, their purse, or on account	Status The status of transaction. Status options are defined in ancillary data. Reason The reason for the transaction. Reasons are defined in ancillary data. Comments Any comments about the transaction.
Credit card	Card type The card type in the list. Status The status of transaction. Status options are defined in ancillary data. Reason The reason for the transaction. Reasons are defined in ancillary data. Please enter the Confirmation Number The confirmation number provided by the issuer after the transaction has been processed. If a mask is used (for example, #####), typing the confirmation number will overwrite the mask as the number is typed. Comments Any comments about the transaction.
Debit card	Card type The card type in the list. Status The status of transaction. Status options are defined in ancillary data. Reason The reason for the transaction. Reasons are defined in ancillary data. Please enter the Confirmation Number The confirmation number provided by the issuer after the transaction has been processed. If a mask is used (for example, #####), typing the confirmation number will overwrite the mask as the number is typed. Comments Any comments about the transaction.
Check	Card type The card type in the list. Status The status of transaction. Status options are defined in ancillary data. Reason The reason for the transaction. Reasons are defined in ancillary data. Cheque # The check number. The check number can contain up to 40 characters. Cheque Date The date the check was issued. Comments Any comments about the transaction.
Wire transfer	Status The status of transaction. Status options are defined in ancillary data. Reason The reason for the transaction. Reasons are defined in ancillary data. Wire transfer # The wire transfer number. Transfer Date The date the transfer was done. Comments Any comments about the transaction.

Click OK.
Click Save.