Student Billing State-of-Mind: Refunding Records

Jennifer Maroney — Wed, 27 Aug 2008 11:10:00 GMT

Has a student decided not to attend your school this fall or have a credit from last school year that needs to be returned? Whatever the reason, you can add the refund to the record and even print the check if you have Accounts Payable.

If you have AP, the first thing you need to do is ensure your AP bank is configured for Student Billing refunds. Now that you have configured your bank, or if you do not use AP, it is time to add the refund.

In Records, Refunds, click Add a New Refund.
In the Record name field, click the binoculars and select the record to receive the Refund.
Select the refund billing fee from the Item/Description drop-down list and enter an amount.
Click Create Refund Check.
Note: If this option is grayed out, refer to Knowledgebase solution BB206696.
On the Create Refund Check screen, select the bank account and the record to print the check to and click OK.
Verify the information on the one-time check and click:
- Record and Close if you will manually write the check.
- Print Later and Close to print the check in the next Accounts Payable check run.
- Print Now to print the check.

Talk to you soon!

The Book Bag : Refund

Student Billing State-of-Mind: Refunding Records