How to do a Return
  • 26 Apr 2024
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How to do a Return

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Article summary

How to do a Return

When doing a return, you can either refund the money back onto a student's account as a credit, or you can refund the money back to their card.

Return to Account

  1. Create a New Transaction in the Sales Module
  2. Select Type: Return and put your initials

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  1. Under the Edit Transactions > Edit Items > Original Invoice tab, in the search field on the right type in the Invoice number you’d like to refund them. This is the invoice that records their payment.

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  1. Select each line item you would like to add to the return and select save.

  2. Now, go to the Return Items tab

  3. To add the amount as a credit back on their account: click Post!
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  4. Check their balance at the top. The CR next to the money amount stands for Credit.

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Return to Card

  1. To refund their card: Follow the instructions in your stripe account:

  2. In the invoice before you post it, in the Payment select Credit Applied and put the NEGATIVE amount in - then Post. This will not add a credit back onto their account.

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