Typically, refunding a customer is part of a two-step process. First you have made an adjustment (removed a student from class; applied a discount) that reduced the charges to the customer, and secondly you now have a credit balance on their account (you owe them money) which you want to refund.
To remove a student from class, select the class enrollment page; select the student and click remove. To give a discount, go to the family AR page and modify the appropriate tuition line item.
When you are ready to refund, got to the family AR page and click on refund. If you gave them cash or a check, you can select that option. If you want to send a credit card refund you can do that by selecting that option as long as the following conditions are met:
- You are using the SimplySignup payment processing option, or your own full merchant account
- The family has a valid credit card on file
- There were payments from the family in the last 60 days that cover the amount of the refund
- If you are using SimplySignup payment processing, there are un distributed funds in your account to cover the refund (Settlements are cut off Fridays at midnight, so your available funds peak on Fridays making this a good day to process refunds)