On occasion, you may need to refund a payment to parents. SchoolInsight has an option to allow/prevent refunds, and once set, you can issue them through the single view page. It is important to let parents know that you have the ability to refund online payments; otherwise, they may contact their bank and dispute the fee itself and cause chargeback fees. Instead, you want to encourage them to reach out to you with refund requests.
To enable online payment refunds:
- Go to District or School Main > Online Payments > Setup
- Edit Options
- Set Allow Refunds to Yes
- Enter your Refund Policy
- Save
To refund an online payment:
- Go to School Main > Students - Single View
- Search for and select the student
- Go to the Fees tab
- Select an Account
- Locate the online payment and select Void or Refund
- Void will appear if the payment has not been uploaded to Payrix
- Refund will appear if the money has been added to Payrix, usually by the next day
- Review refund details and submit