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 – in queue to be enhanced)

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 +
8. Customer item = refundable registration fee
9. Branch = Select the location the family attended.
10. Enter in the amount
11. Select the checkmark to apply and return to the previous screen
12. review for accuracy
13. Click the POST icon to complete

*To view updates on the contact ledger, please be sure to update the statement to that payer

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. Review for accuracy
10. Click the POST icon to complete

Also see, How to Setup and Record a Refundable Registration Fee (Applicable for Holds, Refundable Deposits)