Issue a refund or account credit

Refund a card payment

1. Go to Money > Billing and open the payment (or open it from the student).
2. Click Issue refund.
3. Leave the amount blank to refund it all, or enter a smaller amount for a partial refund. Add a reason if you like.
4. Click Confirm refund. The money goes back to the card that paid.

Give a family account balance

1. Go to People > Families and open the family.
2. On the Account Balance card, click Add balance.
3. Enter the amount. Pick Manual adjustment (no charge) for a goodwill credit, or Cash, Check or Card if they paid you for it. A manual adjustment needs a reason.
4. Save.

If your school uses the front-desk register (POS), the family can spend this balance there. It is not taken off membership charges automatically.