1. From the Dashboard, search for the Request record where the Refund will apply
2. Once the Request appears in Search results, double-click to open the record
3. From within the Request record, go to New > Payment
4. The system will prompt you to select which type of Payment is being created: Scheduled or Refund > Select Refund > OK
5. Enter the details of the Refund in the Refund Payment record > Save
6. You will receive a prompt: 'The total amount scheduled is less than the grant amount by $xxxx.xx. Would you like to amend the grant amount?' > Select Yes if you wish to adjust the amount or No if you prefer to leave the grant award amount untouched
7. If 'Yes' is selected, you will be asked to confirm the Amended Amount > Change the values in the Amendment window as needed > OK