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Useful InformationRecord a Refund for a purchase made via the Income tab (usually for items such as Uniform, Revision guides and/or Trips). |
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Refund a Pupil via Income
Click on the Income tab
Select the blue Refunds button
Select the relevant product group then select the product to refund e.g. Cardigan 24”
Select the Pupil's name when prompted
Click OK
Select any additional items to refund (these will then be listed in the top half of the Income screen)
Select Total
If any of the items are Stock products, you will see a message Stock products must be refunded via the
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Orders tab? Refer to the section Refund a Stock Product
Select the method of payment (Cash, Cheque, Credit/debit for BACS or On account to credit the funds to the pupil's SCO pre-payment account)
If you have
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selected Cheque or Credit/debit
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as the payment method,
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the Details
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window is displayed with the pupil’s surname in
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the Enter details/reference box
Add any extra details here - for example, the cheque number
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Click Done
If you have selected the option to be prompted to print receipts, you will see this message now.
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