Issuing refunds and store credits

There are two ways to make things right with a family: a refund, or account balance.

Use a refund when the family is leaving and is owed money, or you charged the wrong amount.

1. Open the payment from Money > Billing or from the student.
2. Click Issue refund.
3. Refund the full amount, or type a smaller amount for a partial refund.
4. Click Confirm refund.

The money goes back to the card that paid. Banks usually take several business days to show it.

Use account balance when the family is staying and you want to give them something to spend at the front desk.

1. Go to People > Families, open the family and find the Account Balance card.
2. Click Add balance, enter the amount and pick Manual adjustment (no charge).
3. Add a reason and save.

If your school uses the front-desk register (POS), the balance can be spent there. It is not taken off membership charges automatically. If you want to take money off a membership bill the family already paid, refund part of that payment instead.