How to Add a Refund

How to Add a Refund

Idea
OVERVIEW

This tutorial provides a step-by-step guide on processing refunds in the Student Management System. It covers identifying eligible students, initiating refund requests, and recording the transactions in compliance with policies. By following these steps, administrators can ensure refunds are accurate, timely, and well-documented.

Note: This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support.

Warning
IMPORTANT: Refund can only be applied to PAID Invoices

Notes
Step Tutorial

1. Go to the Students Page.
2. Select your student.
3. Click on the Financial tab.
4. Go to the Invoices Subtab
5. Look for the Invoice to be refunded. Make sure that the invoice is paid then click Action > Add Refund

Refer to the image below for steps 1 to 5


6. Complete the fields:

  1. Date

    1. Date of the Refund

  2. Authorised By

    1. Dropdown of Admin Users to select who authorised the refund.

  3. Reason

    1. Reason of Refund 

  4. Status

    1. Dropdown with Pending and Processed as options

  5. Apply Full Refund

    1. Button that will apply the full Invoice amount as Refund.

7. Enter the amount for each Program Fee to be refunded. Cannot exceed the Invoiced amount.
8. Click Save.

Refer to the image below for steps 6 to 8

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

    • Related Articles

    • How to Add Contacts? (Maximise)

      Overview We're excited to introduce a new feature called Contacts and Waitlists to our Student Management System. This feature is designed to streamline the process of managing individuals who are not yet enrolled as students but have shown interest ...

    • How Students Can Add a Complaint

      Overview In this tutorial, we will discuss how students can lodge a complaint. Step Tutorial 1. From the Student’s SMS Dashboard, navigate to Complaint. 2. Add Details of the Complaint: Date of Occurrence – Select the date the complaint was raised. ...

    • How to Add Contact to Waitlist (Maximise)

      Overview We're excited to introduce a new feature called Contacts and Waitlists to our Student Management System. This feature is designed to streamline the process of managing individuals who are not yet enrolled as students but have shown interest ...

    • How to Add a Funded Contract (NSW)

      Overview In this tutorial, we will discuss how to add a funded contract (NSW). Step Tutorial 1. From the Dashboard, go to Finance, then got to Contracts, then Contracts. 2. Click on the New button. 3. A pop-up will appear. Add a value to the ...

    • How to Add a Funded Contract (VIC)

      Overview In this tutorial, we will discuss how to add a funded contract (VIC). Step Tutorial 1. From the Dashboard, go to Finance, then got to Contracts, then Contracts. 2. Click on the New button. 3. A pop-up will appear. Add a value to the ...