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Before you start
- The payment must be Succeeded. A payment made with Wallet credit can’t be refunded this way — that’s wallet money being spent, not received. To fix a wallet balance instead, see student wallet.
- Wallet is only offered as a destination when the payment was recorded against an invoice. A payment that was simply a deposit into the wallet can only be refunded as Cash out.
Steps
1
Open the payment
Either open Payments in the sidebar and select the payment, or open the invoice it’s on and find it under Payment history.
2
Start the refund
Select Refund — on the invoice’s payment history, it’s the icon next to the payment.
3
Enter the amount
Enter the Amount — it defaults to the full amount paid. Lower it to refund only part of it.
4
Choose where the money goes
Choose the Destination: Wallet to credit the student, or Cash out to hand the money back as cash.
5
Confirm
Add Optional notes if you’d like, then select Confirm refund.
You can refund the same payment more than once, as long as the total refunded doesn’t exceed what’s left of it — and, for an invoice payment, what the invoice still shows as paid. Once the refunds add up to the full amount, the payment’s status becomes Refunded. Choosing Wallet shows the credit in the student’s wallet as Refund credit — see student wallet.