| Live Search | ||||||
|---|---|---|---|---|---|---|
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Useful InformationIf a pupil has a positive balance on their account which you need to return, record this in SCO. |
Pre-Payment Account Rebate / Refund
Click on
...
the Income
...
tab
...
Select Account rebate
Click the down arrow and select the name of the pupil/staff member whose account you want to rebate
...
Click OK
Select
...
the General pre-payment account
...
Click OK
The balance on the account is displayed in
...
the Enter amount to rebate
...
box. Amend this if required
Select the rebate method (Cash, Cheque
...
or Credit/debit*)
...
If Cheque or Credit/debit
...
was selected as the method of refund, enter
...
the Cheque or Credit/debit details/reference
...
Click Done
To view the pupil's balance, click on
...
the Accounts
...
tab and view
...
the Pre-pay bal column for that child
*If the original payment was made via SCOPAY you will need to refund the payment back to the parent's card - see section Online Payment Refunds
...