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Credit balances can be refunded one at a time or all in one go. This section shows you how to deal with all refunds at the same time.

1. Click on the Admin tab

2. Select End of academic year

3. Select Group rebate wizard

Any pupils who have already been marked as a leaver will be listed on screen. If you have not already marked your leavers you will need to do the following:

1. Click the Set filters

2. Un-tick Only show leavers

3. Enter the year group you wish to rebate and click OK
   Any pupils who have a credit balance for Dinner Money, Extended Day or the Pre-payment Account will be listed here
   You can refund any credits in one go (for example Dinner Money and Extended Day), or you can just refund Dinner Money on its own
   You either need to tick the individual boxes or, if you would like to refund all Dinner Money, right click on the Dinner header and choose Select all

4. Click Next

5. Select the refund payment method, if you chose Cash, follow the next two steps through and confirm the rebate

Refunding by cheque

You can either enter one cheque reference, or multiple cheque numbers associated with each pupil.

One cheque reference

1. Enter the Payment reference and click Next
   The names of the pupils and refund amount will be listed on screen

2. Click Next

3. Click Yes

Multiple cheque reference

1. Tick Manual reference

2. Click Next
   The names of the pupils and refund amount will be listed on screen
   

3. Click Next

4. Click Yes

5. You will be prompted to enter the cheque reference, enter the reference and click Done

6. Repeat until you have entered all cheques

7. Click Finish

Other Admin Functions

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