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Parent requests a refund on SCOPAY
Caterer logs in to the Caterer refund portal
Caterer approves a refund request
Caterer auto-approves all refund requests
Caterer declines a refund request
Caterer generates a refund request on behalf of the parent or school
Failed refunds
Manual intervention
Export to Excel
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1. Parent functionality on SCOPAY
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The dashboard will display any refund requests and can be filtered by
School, Transaction status and/or Date range
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b. Approve a refund request
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The parents will receive a notification that the refund has been completed and will appear on their payment card shortly.
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c. Auto-approve all refund requests
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On the catering portal, the refund will be displayed, but there will be no action to take.
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d. Decline a refund request
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The parent will receive a notification that the refund has been declined with the reason entered by the caterer.
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e. Caterer generates a refund request on behalf of the parent or school
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- Select Add request (top right)
- Select the School and Account
- Enter the Refund amount
- Select Submit
- Select Approve
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f. Failed refunds
This example refund failed as the payment card has expired – another refund method will need to be used.
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This example refund has been partially made (£2 of the £6 requested). When would this happen?
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g. Manual intervention
The caterer can select Manual intervention to view any refund requests that need acknowledging by them. A list of items will be displayed with the Action Acknowledge.
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Select Acknowledge once actioned and a message will be displayed. The line will disappear from the Manual intervention screen.
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h. Export to Excel
If the caterer requires a list of the refunds requested and/or processed, with the relevant data displayed, select the Export report (top right of the screen) to generate a csv file of what is currently displayed on the screen.
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