Record a refund or correct an incorrect payment
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Record a refund or correct an incorrect payment
- Select the original payment.
- Choose Record money refunded for money already returned, or Correct an incorrect payment entry for a mistaken record.
- Enter the amount, date, reference and reason requested.
- Select Record adjustment and review the balance and adjustment history.
What happens next
The permitted adjustment is recorded while preserving the original receipt.
Troubleshooting
Recording a refund does not itself transfer money to the family. If the available amount or related credit has changed, review the latest records before retrying.