How do I return funds to a sender from my client account in agentOS?

If money arrives in your client account that is either unrecognised or needs to be returned - such as a holding fee that's no longer required - you can use the Return Funds to Sender feature from the reconcile screen, available when your account is linked to Calmony. Because Calmony supplies the sender's bank account details, you can return the payment automatically without first creating a person record in agentOS.

How to return funds to a sender

1. Go to Accounts in the top navigation, then open Bank Accounts and click into your relevant client account.
2. Navigate to Reconcile Statements from the left-hand menu.
3. Find the relevant statement entry and click the Actions button to the right.
4. Select Return Funds to Sender from the Actions menu.
5. Follow the on-screen prompts to confirm and process the return.

Note: this feature is only available for accounts connected to Calmony. If you don't see the Return Funds to Sender option, check that your Calmony integration is active.

For assistance with this feature, contact support@calmony.co