Repayments are only possible if you use the "Collections" module

There is a possibility to perform the requested repayments in bulk. This saves you the manual and time-consuming task that is also very error-prone. The way this works is very simple:

• Within the overview of the repayments, you can manually select a number of repayments to be performed (1) and then click on the export icon (2):
• However, you can also choose to click on the export icon immediately without making a selection first. Then click on the option "Export as XML payment file" (3) and indicate which reimbursements you want to export. Here you can export your own made selection (4), or choose automatic selection of not yet processed reimbursements within a certain period (5).
• When you click on the button "Export" (6), an XML file will be downloaded. You can then upload this file in your payment application, where the exported reimbursements will be executed in one go.
• Within ProPlanner, the exported reimbursements will be automatically marked as "Processed".

If you have manually performed a refund, you can also manually mark it as "Processed" using the "Mark as processed" button at the top of the screen (7). This button will only be active if refunds have been selected in the list.

If you wish to use the above functionalities, contact us at support@jumik.be.