Refund a Pupil via Income

1. Click on the Income tab

2. Select the blue Refunds button

3. Select the relevant product group then select the product to refund e.g. Cardigan 24”

4. Select the Pupil's name when prompted

5. Click OK

6. Select any additional items to refund (these will then be listed in the top half of the Income screen)

7. Select Total

8. If any of the items are Stock products, you will see a message Stock products must be refunded via the Orders tab?  Refer to the section Refund a Stock Product

9. 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)

10. If you have selected Cheque or Credit/debit as the payment method, the Details window is displayed with the pupil’s surname in the Enter details/reference box
    Add any extra details here - for example, the cheque number

11. Click Done

12. If you have selected the option to be prompted to print receipts, you will see this message now. 
    Select Yes or No as required.

See also:

Refund a Stock Product

Other Refunds

SCO Modules

FAQs