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8.6.11 Refund Money to a Payee

Policy Statement

You may need to refund money to a payee under such circumstances as:

• Cancellation of a pre-paid event or service
• Overpayment of a bill

If a credit or debit card was used for payment, consult 21.1.5 Refund a Transaction.

Procedure

To refund money to a payee:

If there are more than 50 refunds, consult 8.8.5 Submit 50 or More Payment Requests.

1. Determine how many refunds you need to make.
2. Log in to Chrome River. IN the Invoices ribbon select +Create.
3. In the Vendor Name field, select "+Create Temporary Vendor" from the drop-down list.
4. Proceed through the screens. For step-by-step instructions, including how to submit any supporting documentation, consult the Miscellaneous or One-Time Vendor Payments job aid.
5. University Payables (UPAY) reviews the request and processes for payment.

Related Policies and Procedures

21.1.5 Refund a Transaction
8.8.5 Submit 50 or More Payment Requests
19 Contracts

Additional Resources

Chrome River Resource Page
University Payables Training Materials

Last Updated: January 23, 2023 | Approved: Senior Associate Vice President for Business and Finance | Effective: September 2012