Refund Payments Made Through Comprise Gateway

To refund credit card payments that were made through the Comprise payments gateway, the following are required:

  • The Comprise SmartPAY credit card payments gateway is configured in Polaris Administration.
  • Staff members who refund payments have the permission, Circulation/Fines: Allow refunds.
  • The library has a license for integrated credit card payments through Comprise.
  • A SmartTerminal is connected to the workstation.

To refund one or more payments made through Comprise

  1. Open the Patron Record workform for the patron to whom you are refunding the credit card payment.
  2. Select the Account tab.
  3. On the Account tab, select View > Transaction Summary.

The Transaction Summary view appears.

  1. Select the checkboxes next to the Comprise credit card payments you want to refund.

  1. Select the Refund button.

The area below the button bar expands.

  1. If you are refunding a single credit card payment, you can enter an amount less than the amount paid to issue a partial refund.

Note:
When refunding multiple payments, you cannot change the amount to refund.

  1. (Optional) Type a note about the refund transaction in the Note field. If a note is entered in this field, it appears in the ILSStoreOrder.
  2. Select REFUND.
  3. The Credit Card Refund Message box appears with the following message: Patron's card has been credited and account is updated successfully.
  4. Select OK to close the message box.

When the refund is complete, a 6083 Patron Accounting refund transaction is recorded, and the transaction appears in the Transaction Summary view. To see the transaction, refresh the Transaction Summary view.