Refund a payment

• Finance
• Director
• Admin
• Needs: Issue Refunds
• May need approval
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Issue Refunds permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

Refunds go back to the card or bank account that paid. You refund one payment at a time.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the invoice and tap ... (top right).
2. Tap Refund Invoice.

   Screenshot coming soon01 · child_detail

   Refund Invoice in the invoice menu

3. Tap the payment to refund.

   Screenshot coming soon02 · child_detail

   The Refund Invoice sheet listing payments

4. On Refund Transaction, enter the Refund Amount (up to the amount shown, including any service fee).
5. Enter a Reason, for example "Duplicate charge". It is recorded in the invoice's billing history and is required.
6. Tap Refund.

If it needs approval

If your refunds require approval, you'll see Sent for Approval and nothing is refunded yet. The request shows on the invoice until an approver decides.

Troubleshooting

• A payment can't be tapped. Card payments can be refunded once they settle, usually the next business day. ACH payments can be refunded 5 business days after payment; the date is shown.
• "No Refundable Transactions". The invoice has no payment that can be refunded.
• A payment says RETURNS TO CREDIT BANK. It was paid with credit; tapping it returns the credit instead of refunding.