How to Email a Refunded Invoice to the Student?

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 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.

Step Tutorial

1. Go to the Students Page and select your student

2. Click on the Financial tab.

3. Go to the Invoices Subtab

4. Look for the Refunded Invoice and click on the expand button

5. Click the Refunds tab

6. Click Action then Email

Refer to the image below for steps 1 to 6

7. Type in the Email Subject.

8. Add contacts that you want to cc in the email.

9. Enter the email body or use email templates related to refunds. The refunded invoice is already attached, and you can add more attachments to this email if needed.

10. Once everything is complete, click Send Email.

Refer to the image below for steps 7 to 10

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.