Creating a refund

Creating a refund

You can refund any unallocated Payments on Account, Credit Notes or Deposit payments. There are two ways you can do this.

Method 1

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. In the top right, click Create+ > Refund. 
  5. Select a Payment Mode.
  6. Enter the Refund Amount next to the Payment on Account, Credit Note or Deposit you want to take it from.
  7. Click Refund.

Method 2

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on a Payment on Account, Credit Note or Deposit that you want to refund.
  5. Click Refund Payment.