Process a Refund

Issue/Question

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A family has requested a refund, how can I proceed with a refund?

Resolution

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Follow these steps to refund a credit card ePayment that has settled with the processor and record it on the family's account: 

1. Navigate to the Family Record > Transactions tab.
2. Locate the payment that you want to refund. 
3. Click the R on the payment line.
4. Because the original payment was a credit card ePayment, the Post Date and Refund Method are not editable.
5. Check which fee(s) to refund and change the Refund Amt field if you are refunding a partial amount.
6. Click Next.

7. In the Are Fees Still Due? window select Due or Not Due for each fee being refunded.

   Examples:
   Due - A family accidentally pays a fee that is not due for another 3 months. They would like a refund and will pay the fee when it is due; the fee would be marked as due.
   Not Due - A student drops a class for medical reasons and is eligible for a refund. The fee will not be paid at a later date; the fee would be marked as not due.

8. Click Submit Refund.

⚙️Note: User Permissions may limit access to this feature or functionality.