Introduction

This article provides step-by-step instructions for processing refunds for purchases made using various payment methods, including cash, check.

Want to watch a video on how to refund cash or check payments recorded in the register? Jump to video.

Processing Refunds for Purchases Made Using Cash or Check

Recorded in the SchoolCash Register

1. Select the SchoolCash Register module.
2. Search for the student using their name, student ID, or guardian name. Click Search.
3. Select the student by checking the appropriate box, then click Select.
4. Go to the Refunds tab to view all payments for the selected student.
5. Select the item to be refunded and enter the refund amount and reason.
6. Choose the type of tender for the refund:
   1. Check: Issue a manual check. This requires a separate transaction in SchoolCash Accounting.
   2. Cash: (Not recommended from an audit perspective.)
   3. Credit Card: Requires a credit card terminal and is not connected to SchoolCash Online. (Not recommended.)
7. Confirm the transaction and print the receipt.
8. If refunding by check, proceed to the Issue Check module to process the check and deliver it to the recipient.

Not Recorded in the SchoolCash Register

1. Select the Issue Check module.
2. Process the check and provide it to the appropriate individual.