Refund Example - Family Paid Fee Early in Error, the Fees are Still Due

  • Family owes $100.00 in March but paid that fee by error in December.
  • They have a 0.00 current balance.
  • The entire amount will be refunded using the organization's Check #4221.
  • The family still owes fee in March, so the balance will increase to $100.00.

  1. Click the R icon on the payment line.
  2. If needed, change the Post Date.
  3. Select Check from the Refund Method drop-down and record the Refund Check #.
  4. Add a Note for reference.
  5. Check the Competition Fee and leave the amount at 100.00.
  6. Click Next.
  7. Because the family still owes the $100.00 competition fee, mark the fee Due box in the Are Fees Still Due? window.
  8. Submit Refund.

On the Family's Transactions tab ...

  • A Refund - Overpayment transaction has been added and is linked to the original payment.
  • The family balance is increased to $100.00.
  • The R icon is no longer visible for the payment because it has been completely refunded.
  • The competition fee is unlinked and still owed.