Refund available student credit
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.
Refund available student credit
- Confirm money has already been returned to the family.
- Choose the recording branch if requested.
- Enter amount, date, reference and reason.
- Select Record credit refund and check the available credit and history.
What happens next
The recorded refund reduces the student’s available credit.
Troubleshooting
This action records money returned outside the page. It does not initiate a bank transfer or refund lesson units.