How to refund a trip

Making a refund against online payments

  1. Navigate to Payment items > Trips
  2. Locate the trip to be refunded, and select View summary
  3. Select Individual refunds

  4. Locate payment to refund, and select Refund
  5. Edit the amount to be refunded
  6. Enter a Note to payers
  7. If the refund is due to the pupil no longer attending, select the Remove this person from this trip checkbox
  8. Select Refund and Confirm

 

Making a cash refund

  1. Navigate to Payment items > Trips
  2. Locate the trip to be refunded, and select View summary
  3. Select Individual refunds
  4. Locate payment to refund, and select Refund
  5. Select the refund method Cash refund

  6. Edit the amount to be refunded
  7. Enter an Internal comment and/or Note to payers
  8. If the refund is due to the pupil no longer attending, select the Remove this person from this trip checkbox
  9. Select Refund and Confirm

 

Making a cheque refund

  1. Navigate to Payment items > Trips
  2. Locate the trip to be refunded, and select View summary
  3. Select Individual refunds
  4. Locate payment to refund, and select Refund
  5. Select the refund method Cheque refund

  6. Edit the amount to be refunded
  7. Enter the cheque number
  8. Enter an Internal comment and/or Note to payers
  9. If the refund is due to the pupil no longer attending, select the Remove this person from this trip checkbox
  10. Select Refund and Confirm

 

Making cheque cancellations

  1. Navigate to Payment items > Trips
  2. Locate the trip to be refunded, and select View summary
  3. Select Individual refunds
  4. Locate payment to refund, and select Refund
  5. Select the refund method Cancel cheque

  6. Select the cheque to cancel from the drop-down menu
  7. Enter an Internal comment and/or Note to payers
  8. If the refund is due to the pupil no longer attending, select the Remove this person from this trip checkbox
  9. Select Refund and Confirm