Assessing or Refunding Fees
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The Fee Processing dialog box lets you assess or refund a fee for the contact request. Select Fee on the activity window to open the Fee Processing dialog box.
How do I? and Field Help
Complete the following steps to assess or refund a fee.
- Select the Fee Type down arrow to select the type of fee.
- Select the Refund Fee option to refund the fee to the member, or select the Process Fee option to assess the fee.
- Enter the fee amount in the Fee Amount field. (Length: 10 numeric)
- Select Continue to process the fee assessment or refund. The Adjustments - Share Deposit from General Ledger tab or Adjustments - Share Withdrawal from General Ledger tab appears for you to complete the transaction. Depending on your security permissions, a Save button appears instead of a Continue button. Select Save to log the fee in Contact Manager.