Overview
The article provides a step-by-step guide on requesting refunds for sponsor-initiated clinical trials. It outlines the process, offering clear instructions and insights to help individuals navigate the refund request procedure effectively in the context of clinical trials initiated by sponsors.
Prerequisites
- In order to request a refund, a revised invoice must be created in SPARCM CART. DO NOT EDIT BILLING EVENTS OR INVOICES DIRECTLY IN OFC.
Next Steps
1. Look up the sponsor-initiated clinical trial using the Project Number in SPARCM.
2. Select the Invoices tab, then select the invoice that needs to be reduced, Select the revise button to the right and click OK.
3. Update the amount to $0 if you need to reverse the entire invoice, or reduce by partial amount if needed.
4. After a few days, check that the revision has been pushed to accepted status in OFC (will be two invoices, one for the credit of the original amount and one for the new amount).
5. Once the Invoice has been finalized in OFC, open a Service and Support ticket for AR Billing - Other and request the refund.
6. In the ticket please use the following format:
- Please also reference the OFC invoice # of the negative invoice and ask that the original positive invoice and the negative invoice are applied against each other to be zeroed out.
NOTE: DO NOT EDIT BILLING EVENTS OR INVOICES DIRECTLY IN OFC. THIS CAN RESULT IN PAYMENTS NOT GETTING APPLIED DUE TO POSTING ISSUES.