Refunding Transportation Units

Refunds for transportation units are normally processed using the original method of payment.

Before you begin

EZ-Wallet must be open in the Trapeze4 Workstation.

About this task

The amount refunded and the payment method depends on your site's refund policy.

Procedure

  1. Search for and select the Client for seeking a refund for transportation units.
  2. Click the Transport Units tab.
  3. In the Purchased Transport Units frame, click Refund.
    The Refund Transport Units dialog box appears.
    The Refund Transport Units dialog box showing the Transport Units to Refund, Payment Information, and Details.
  4. Provide the following information:
    Type
    The transportation unit type to be refunded.
    Quantity
    The number of transportation units to be refunded.
    Payment Method
    The payment method type that will be used to refund the client.
    The refund transaction details appear in the Details frame. It works backwards from the current date, and if several transportation units were purchased on the same day, the lowest purchase price is refunded.
  5. Click Process Refund.
    The Confirmation dialog box appears.
  6. Provide the information associated with the refund payment method type:
    If the client is usingComplete 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.
  7. Click OK.

Results

In the Transport Units Balance frame, the Quantity of the selected Transport Unit is reduced by the number of units specified.