Full Refunds
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Navigate to Tenant Profile -> Transactions -> click on the Payment
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Click Actions → Refund to issue a full refund. If not available, please reach out to Revela Support at support@revela.co
Partial Refunds: Step-by-Step Guide
1. Unapply the Payment
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Locate the payment in question.
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Select Actions → Unapply to disconnect it from the invoice.
2. Create or Edit an Invoice
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Option 1: Create a new invoice for the adjusted refund amount.
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Option 2: Edit the existing invoice:
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Go to Actions → Edit
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Adjust the invoice amount to match the refund amount.
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3. Reapply the Payment
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Navigate back to the payment.
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Select Actions → Apply to reapply it to the correct invoice.
4. Check for Available Credits
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A blue credit box will appear on the payment page, showing the refundable amount.
Issuing the Refund
1. Prepare the Refund
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Go to the Tenant’s Profile (Overview Page).
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Click Actions → Prepare Refund.
2. Process the Refund Payment
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A payable invoice will be generated.
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To pay the refund:
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Click Actions → Pay.
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Select Check or ACH (if the member’s bank details are entered).
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Additional Notes & Best Practices
✔ Ensure bank information is correctly added for ACH refunds.
✔ Double-check all amounts and details to prevent errors.
✔ Keep records updated in case of future payment disputes.
