How do I send a refund via the L&Z Portal?

You can request a refund in the L&Z Portal using any of the following three methods:

Each method is explained below.

1. Requesting a Refund via the Customer Record

Go to Direct Debits at the top of the screen.
In the left-hand menu, select Customer > List Customers.
Search for the customer you wish to refund.
Tip: The list defaults to your most recently added customers. Changing the view to All Customers may make searching easier.
When you have located the customer, Click the underlined Customer Ref to open the customer record.
Select the Collections tab to view all collected payments.
Find the collection you wish to refund and click Request Refund.
Enter the refund details:
- Amount
- Reason (If “Other” is selected, you will be prompted to enter free-text details.)
- Select Add Refund to submit the refund request.
2. Requesting a Refund via the Collections Report
Within the L&Z system go go to Direct Debits at the top of the screen.
From the left-hand menu, select Reports > Collections.
Enter the date range of the collection and click Search.
A list of collections will appear.
Find the relevant collection and select Request Refund.

Enter the refund details:

Reason (If “Other” is selected, you will be prompted to enter free-text details.)
Click Add Refund to submit the request.

3. Requesting a Refund via the Refunds Report

Select New Refund.
Enter the refund details:
- Collection ID
- Amount
- Reason (If “Other” is selected, you will be prompted to enter free-text details.)
- Click Add Refund to submit the refund request.

Important Note

For Option 3, you must manually enter the Collection ID.
For Options 1 and 2, the Collection ID will be automatically populated.

If you have any questions, please contact our Customer Services team at customer.services@landz.co.uk.