How to Record a Refund in Ideal Logic

How to Record a Refund in Ideal Logic 

Audience: Program Administrators 
Responsible Group: IT Training and Outreach 

Overview 

When a participant withdraws from a program or receives a payment adjustment, administrators may need to record a refund. 

Ideal Logic records the refund in the participant’s financial record, but the actual refund may require additional financial procedures depending on the payment system used. 

Before You Start 

  • Participant registration record  

  • Refund authorization according to program policies  

  • Please do a Cashnet refund before this process. https://uark.teamdynamix.com/TDClient/33/Portal/Requests/ServiceOfferingDet?ID=313 

Steps 

1. Sign in to the Ideal Logic administrator portal.  

2. Locate the participant using the People menu or program registration list.  

3. Open the participant’s Registration Record.  

4. Navigate to the Payments section.  

5. Select Reconcile a Recorded Refund  

6. Enter the refund amount.  

7. Add a description or reason for the refund.  

8. Save the refund record.  

Tip: Refunds may require additional processing through the university’s payment system outside Ideal Logic.  

What’s Next 

The refund will appear in the participant’s payment history. 

Need Help? 

Submit a UARK IT Help ticket for assistance. 

If this article needs to be updated, please leave feedback on this article and it will notify the owner of the article. 

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