ServiceXG Basics

Print a Union Management Reversal Receipt

Customers with WriterXG can print a receipt of a Union Management Dues Payment reversal. For example, if you need to reverse a mistake in a payment or refund a payment, you might need to send a member a receipt as proof of the reversed payment.

Configure Union Management Template

Ensure you’ve configured the following Union Management template in Template Configuration.

Go to: Home > System Administration > WriterXG > Template Configuration

1. Select the Reversal Receipt template.
2. On the General tab, ensure you’ve configured the following settings:
• Template Type—Batch
• Data Source—UNM Member Dues Payments Receipts
• Session Type—Member
• Recipient Type—Member
• Recipient Entity Key—SSN
3. Click ,, and .

Process to Template Links

Process the template in the Process to Template Links window.

Go to: Home > System Administration > WriterXG > Process to Template Links

1. From the Process ID list, choose UNM_RECEIPTS – UNM Member Receipt Letter.
2. Ensure that the Template column displays the Reversal Receipt template.
3. Click .

Reverse a Payment

1. Open Union Management for the member. The Member Dues subtab displays.
2. From the Balance Detail table, you can either pre-select a detail row(s) by clicking the check box to reverse a payment or select the row after choosing the I would like to action.



3. Select reverse a payment from the I would like to list.



• Any field with an asterisk * next to it or a red border around it must be completed before you can continue.
Note: You can only reverse the full amount of the selected payment(s).
4. Select the Payment Type.
Note: If paying by check, enter the Check Number. You can view the Check Number for a payment by selecting that payment and clicking the Payment Detail subtab.
Note: If paying by cash, a list of cash payments displays in Payments for Reversal.
5. Select the Deposit Date.
• This date defaults to the current date. If you need to change this date, enter the date in MM/DD/YYYY format or click to select a date.
6. Enter an optional comment about the reversal.
7. In the Payments for Reversal table, select the check box of the eligible payments to reverse.
Note: As you select payments, the total amount to reverse displays in the Total of the Amount Paid column.
8. Click .
9. The Confirm Reversal message displays, informing you of the transaction and total amount that’ll be reversed. Click to reverse the payment.



10. The Receipt Confirmation message displays, informing you that the reversal receipt will be printed. Click to print the receipt.



11. The WriterXG Receipt Generation Successful message displays, informing you that the receipt printed. Click .



12. In Ecrion, you can view the receipt and its XML for confirmation.

SEE ALSO