Issue Refund for Excess Payment

This function allows the users to refund any excess payment.

• Issue Refund for Excess Payment
• View Customer Account

Issue Refund for Excess Payment

Roles Involved: Finance Officer

1. Main Menu > Student Financials > Refunds > Student Refund.

2. Enter the required value in the Business Unit field.

3. Click on the Search button.

4. Enter the Student ID in the ID field.

Note: All outstanding excess payments will be displayed.

5. Check the payments that you wish to refund. Change the Refund Amount if you wish to refund a payment partially.

6. Enter the required value in the Refund Item Type field.

7. Select the required value in the Address Type field.

8. Click on the Post Refund button.

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View Customer Account

Roles Involved: School Admin or Class Teacher

1. Main Menu > Student Financials > View Customer Accounts.

2. Enter the required value in the Business Unit field.

3. Enter the required value in the ID field.

4. Click on the Search button.

Note: The Customer Account will display all charges and payments posted in the student's account.

5. Click the Account Details link to view the transactions in details.

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