Pre-authorize a refund request

This part of the guide explains how to pre-authorize a refund request.

The pre-authorization of a refund request is only possible when its status is In Progress. Once the pre-authorisation has been confirmed, the status of the refund request remains the same.

Step 1 - Go to the page List of Refunds

1. Go to the Refund module;
2. Choose the Refunds menu. This action opens the List of Refunds page (513:1001);

Step 2 - Pre-authorize a refund request

3. Go to the Status column;
4. Select the In Progress option. This action displays all refunds with this status;
5. Find the refund you want to pre-autorize;
6. Click the hyperlink of the refund subject of the request. This action opens the Refund page (513:2001);
7. Go to the Refund Information section;
8. Add the amount to pre-approve;
9. Go to the section Preapproval;
10. Click the Add button. This action opens the pop-up window Preapprove Transaction;
11. Add a Comment;
12. Click the Save button. This action confirms the pre-authorization and refreshes the Refund page (513:2001).