How to Edit, Delete, or View your Refunds

How to Edit, Delete, or View your Refunds

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OVERVIEW

This tutorial provides a step-by-step guide on processing refunds in the Student Management System. By following these steps, administrators can ensure refunds are accurate, timely, and well-documented.

Info
NOTE: This exclusive feature is only available for Performance and Compliance Plus Package subscribers. Unlock the full potential of your SMS with the Performance and Compliance Plus Package. To upgrade your plan and access this feature, please contact our Support team.

Notes
Step Tutorials

How to Edit your Refunds
1. Go to the Finance Page 
2. Click on the Refunds tab.
3. Choose your Refund then Click Action then Edit

Refer to the image below for steps 1 to 3


4. Apply the appropriate changes:

  1. Date

    1. Date of the Refund

  2. Authorised By

    1. Dropdown of Admin-level 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.

5. Once everything is complete, click Save.


Refer to the image below for steps 4 and 5


How to Delete your Refunds
1. Go to the Finance Page 
2. Click on the Refunds tab.
3. Choose your Refund, Click Action then Delete.

Refer to the image below for steps 1 to 3
How to View your Refunds
1. Go to the Finance Page 
2. Click on the Refunds tab.
3. Choose your Refund, Click Action then View.

Refer to the image below for steps 1 to 3

 

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.