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

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• 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.