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Process a Refund

Purpose​

This page explains how to record a refund for a student. Use it when a payment needs to be returned because of cancellation, excess collection, batch change, or an approved adjustment.

Steps​

Step 1​

Open the Finance module and go to the refunds section.

Step 2​

Search for the student and open the related payment record.

Step 3​

Enter the refund amount, refund date, refund method, and reason for the refund.

Step 4​

Save the refund entry and issue the refund receipt or confirmation note.

Screenshot​

Screenshot

Tips​

  • Confirm the approved refund amount before processing.
  • Mention the reason clearly so future reviews are easy.
  • Check whether the student balance updates correctly after saving.