Recording refunds that have been issued to a student is only available through the purchase of the financial module. The Issue Refund screen allows you to record student refunds that will show up on the student’s bill and account history. Issuing a refund only makes sense if the student has a credit on his/her account once all fees and tuition have been paid.
When refunds are recorded, the record is added to the refund database table.
Issue a Refund
Below is a description of each field on the Issue Refund screen.
- Student ID – Enter ID of student to whom you are issuing a refund. When you enter the student’s ID, if the ID is an actual ID of a student, then the student’s name will populate below when you go to the next field.
- Term – Choose the term that this refund is connected.
- Refund Amount – Enter dollar amount of student refund. Omit the dollar sign.
- Comment – Enter any necessary comments in regards to this refund. Comments are only seen by staff members who have access and can be important when investigation issues.
Once you have filled out all the required fields, click submit and the new record will be added to the database if there were no issues.