You can refund to a customer’s credit balance by transferring, canceling, or adding a discount to the order. Follow the steps below to reallocate funds into the family’s credit balance.
  1. Go to desired family account
  2. Click the appropriate Order number
  3. In the Actions drop-down list, select one appropriate action
    • Edit Purchases
    • Transfer
    • Cancel
  4. Click Continue to Review Screen
  5. Check the box next to Reallocate credit to be held in the family's credit balance
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  1. Submit
    • Note: The amount reallocated will now appear on the family’s account page under Credit Balance Info
After refunding to the credit balance, you can refund to the customer using article: Refund From Credit Balance or Refund Partial Amount from Credit Balance, or you can add an expiration date using the article: Edit Credit Balance Expiry Date.