This guide explains how to process refunds for transactions initiated from the device using SchoolCash POS. It also covers available refund methods and limitations for different transaction types.

TABLE OF CONTENTS


Refunds

Note for Canadian customers:

As per Interac’s limitations, refunds for in-person debit transactions can only be processed when the card is physically present. SchoolCash does not currently support refunds back to a physical card and therefore transactions processed through Interac will only be refundable via check while we work on improving this experience. Please refer to the Refunding via Check section below.

For more information on Interac Debit, see Interac Debit 101: Everything you need to know about using Interac Debit.

Refunds for purchases made directly through SchoolCash POS (one-screen transactions) can be processed via the SchoolCash Catalog. Users can view all POS transactions in the SchoolCash Catalog and click Refund to initiate the refund.

Initiating a Refund

  1. Click Refund to open the refund screen. This screen displays all items paid via POS and eligible for refunds.

  2. Select individual transactions or enter the total value for the refund.

  3. Enter the reason for the refund.

  4. Confirm the refund.

SchoolCash Register Refunds

Point of Sale transactions made through SchoolCash Register are not yet refundable. Refund these transactions using check as an alternative method. Please refer to the Refunding via Check section below.

Refunding via Check

If a payment cannot be refunded in SchoolCash Catalog, follow these steps to process a refund via check:

  1. Obtain the purchaser’s name and the last four digits of the card used for payment. This information helps locate the transaction.
  2. In SchoolCash Catalog, go to Processor Transactions Report.
  3. Select the Report Start Date and End Date.
  4. In the Purchaser dropdown, select the purchaser’s name.
  5. Click Generate Report.

  1. Export the report in the desired format if needed.
  2. Once the transaction is located in the report, go to SchoolCash Register (SCR) and follow the refund process outlined in the articles below.
  1. After recording the refund in SCR, issue the cheque by following the guide below:

Note

Refunding via cash is not recommended.

Further Reading