Refunding PayPal payments

Refunding customer payments always involves iMIS Desktop, where you cancel out the payments and issue refunds. When PayPal is the payment method, refunds must be made via PayPal as well.

Warning!  

The only time that both iMIS and PayPal process payments automatically is when they are first entered by customers on your site. Any subsequent transactions affecting that payment must be entered manually into both PayPal and iMIS Desktop.

Reversing a PayPal payment (such as to remove payment for a registration) takes two steps:

1. PayPal: Log into PayPal and process the refund using PayPal’s standard procedures.
2. Desktop: Open AR/Cash and create a new payment to cancel the prior one:
• Enter the appropriate ID, the PayPal cash account (typically PayPal) in the Check/CC field, and a negative payment amount.
• Apply the (negative) payment to the original transaction: Edit the transaction, and enter a negative amount in the Amt Paid box, so that it has a balance due.

If the transaction will not be paid by another method and you need to reverse the original purchase, use the normal procedures to cancel a registration/order/donation.