QUESTION:
How do I process a refund for a payment made online?
Note:
- Purchases made online may not be available for refund until 24 hours after purchase is made
- SchoolCash Register payment recordings are to be refunded through the SchoolCash Register.
Steps: Parent purchased item Online within the last 360 days:
- Select the SchoolCash Catalog module.
- The View Items list is displayed.
- Select the Student Attachments tab.
- Search for the student that requires the refund.
- Select the Refund option beside the name of the student you wish to refund.
- Items that were purchased online will display.
- Click on the check box to the left of the item(s) that should be refunded. User can refund more than one item at the same time.
- Enter the Refund Amount. (Partial refunds can be entered).
- Enter the Reason for the Refund.
- Confirm the transaction by selecting the Refund option.
- You will then be asked to Confirm or Cancel the transaction.
- The individual will be refunded to the original method of payment.
Full Process with screencaptures - Parent purchased item Online within the last 360 days:
How to Process a Refund – Online Payments
There are two (2) options to refund online payments.
Option 1: Individual Student
Option 2: Group of Students
Option 1:Individual Student Refund
Step 1: Select Student Attachments tab
Step 2: Locate the student to refund
Enter either First Name / Last Name / Student Number / Household
Click Search
Locate student, then select Refund hyperlink.
Step 3: Locate the item to refund
Select item to be refunded (checkbox)
Click on Refund
Step 4: Process the Refund
Enter Refund Amount (partial refunds can be processed)
Enter Refund Reason
Click Refund
Step 5: Funds are returned to payee
Please Note:
The funds will be withdrawn from the school’s bank account that evening and returned to the payee’s bank account or credit card.
A Batch Report will be generated
A ledger transaction will be entered for the refund
School Cash Catalog reports will reflect refunds immediately, the actual movement of funds will require a reasonable amount of processing time depending on the method of payment.
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An Overview of How to Refund-Online Payments & Register Payments
How to Refund Online Payment - Individual Student
How to Refund Online Payments - Group of Students
How to Refund Overview - Cash or Check Register & Online Payments