Occasionally, money may be paid into your client account that cannot be matched to a known person, or that needs to be returned — for example, a holding fee that is no longer required. In these situations, the Return Funds to Sender feature allows you to return the payment without first having to create a person record in agentOS.
This feature is available when your agentOS account is connected to Calmony, as Calmony provides the bank account details of the person who made the payment — making it possible to send the money back automatically.
How to return funds to a sender
- Go to Accounts in the top navigation, then open Bank Accounts and click into your relevant client account.
- Navigate to Reconcile Statements from the left-hand menu.
- Find the relevant statement entry and click the Actions button to the right.
- Select Return Funds to Sender from the Actions menu.
- Follow the on-screen prompts to confirm and process the return.
Because Calmony supplies the sender's bank account details, there is no need to create a person record in agentOS before processing the return. This saves time and avoids leaving unknown entries unresolved on your reconciliation screen.
Note: This feature is only available for accounts connected to Calmony. If you do not see the Return Funds to Sender option, check that your Calmony integration is active.
For assistance with this feature, contact support@calmony.co.