Approve or deny a refund, delete, write-off or credit request

• Director
• Admin
• Finance
• Needs: Approve Billing Requests
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Approve Billing Requests permission. A director grants it under Manage School → Staff → Permissions.

You need Approve Billing Requests and the permission for the action itself (Issue Refunds, Delete/Write-Off Invoices or Add Credits).

Before you start

• Finish Which billing actions need approval first.

Steps

1. Open Approval Center (Approvals on phones) and tap Billing.
2. Requests are grouped as Refund Requests, Delete Requests, Write-Off Requests, Credit Requests and ACH Unlock Requests. Each shows who asked and when. Tap one.

   Screenshot coming soon01 · /approval-center

   A refund request in the Billing chip

3. The invoice opens with a bar at the bottom: "[action] requested by [name]" and their note. Review the invoice.
4. Tap Approve or Deny.

   Screenshot coming soon02 · /approval-center

   The request bar on the invoice

5. On Approve Request, change the Amount if needed and add an optional note, then tap Approve. The action runs right away.
6. On Deny Request, enter the Denial Reason (shared with the requester) and tap Deny Request.

Tips

• A credit request with no invoice opens a Credit Request card instead, with Approve Credit and Deny.
• "Processing" on the bar means the approved action is already running and can't be changed.
• Requests also appear on the invoice itself, so you can decide from the child's Tuition Statements too.