Refund a guardian from their student's profile
Search for and click on the Student's name in the Students tab nestled under My School. Click on the Payments tab at the top of their profile and click on "Credits".
From the Credits tab, scroll down to see all of the student's payment history. Click the three dots(. . .) to the right of the specific payment you would like to refund and select the "Refund" option.
Refund a guardian from the Credits Transactions tab
Click on Transactions which is nestled under Billing and click on the Credits tab. You will see a complete list of all payments made by guardians. Search for the student or transaction you would like to refund by using the search bar. Click on the ellipsis(. . .) next to the entry and select "Refund" from the dropdown.
Finalize the refund
Once you click "Refund", the Refund Payment screen will pop up. On this screen you will notice:
Refunds take 5-10 days to appear on a customers' statement.
The amount will auto-populate with the full amount of the payment. You can edit the amount of the refund if it is not a full refund.
Select a reason for the refund from the drop-down menu.
Add additional details about the refund.
You can confirm the refund was processed by checking the status next to the payment; it should now reflect as "Refunded".
