How to Issue a Refund
You can easily issue refunds for duplicate payments, order changes, and other adjustments by following these simple steps:
Navigate to the Billing main menu on the left side of the screen. Under the Payments tab, click on the invoice against which you wish to issue a refund.
This will open a comprehensive page with all the invoice details. In the row under ‘payments,’ click on the reverse arrow next to the heading ‘recorded by,’ on the right side of the row.
The Refund payment pop-up will appear. Add the following details:
a. Refund amount - Enter the amount you want to refund.
b. Payment mode - Select the mode of original payment from the drop-down menu.
c. Reason for refund - Choose the reason for issuing a refund from the drop-down menu.
d. Internal note - Add any additional details for further reference.
After entering the details, click on the Issue refund button. Under the 'Payments' tab, the status for the particular invoice will change to Partly refunded or Refunded, based on the refund amount issued.
💡 You can send refund receipts via email to staff and students. Simply go to Settings > Alerts > Invoicing > Toggle the Refund Issued button on (under the Student and Staff tabs).
You may also choose who can issue refunds under Settings > Access controls > Invoices > Can issue refunds.
Navigate to the Billing main menu on the left side of the screen. Under the Payments tab, click on the invoice against which you wish to issue a refund.
This will open a comprehensive page with all the invoice details. In the row under ‘payments,’ click on the reverse arrow next to the heading ‘recorded by,’ on the right side of the row.
The Refund payment pop-up will appear. Add the following details:
a. Refund amount - Enter the amount you want to refund.
b. Payment mode - Select the mode of original payment from the drop-down menu.
c. Reason for refund - Choose the reason for issuing a refund from the drop-down menu.
d. Internal note - Add any additional details for further reference.
After entering the details, click on the Issue refund button. Under the 'Payments' tab, the status for the particular invoice will change to Partly refunded or Refunded, based on the refund amount issued.
💡 You can send refund receipts via email to staff and students. Simply go to Settings > Alerts > Invoicing > Toggle the Refund Issued button on (under the Student and Staff tabs).
You may also choose who can issue refunds under Settings > Access controls > Invoices > Can issue refunds.
Updated on: 19/02/2025
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