How to Refund the Refundable Registration Fee

***IMPORTANT:  Do NOT do a batch for refundable registration fee as it does not properly associate the account item (this is a bug in the system – reported June 10 2025)

Here is how:

1. Accounts Receivable
2. Billing
3. Manual Credit
4. Contact – Payer
5. Branch – Select the location the family attended.
6. Reference – Payer or child’s name
7. Select the plus 
8. Customer item – refundable reg fee
9. Branch – Select the location the family attended.
10. Enter in the amount
11. Select the check mark
12. Post

The contact ledger should now be at a credit balance.

THEN create the refund.

Here is how to create a refund: 

1. Accounts Receivable
2. Payments
3. Refund
4. Contact – Payer
5. Branch – Select the location the family attended.
6. Reference – Payer or child’s name
7. Payment Method – Select how you paid them
8. Refund Total = the amount of the credit
9. Post