Refund Examples

• Family paid $100.00 by check, however, the fees had already been paid.
• They have a -$100.00 credit balance.
• The entire amount will be refunded using the organization's Check #10100.
• The family balance will return to $0.

1. Click the R 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 Unapplied Amount and leave the Refund Amt at 100.00.
6. Click Next.
7. Because this payment is an overpayment (not applied to fees) it cannot be marked as due in the Are Fees Still Due? window (the buttons will be inactive).
8. Click Submit Refund.

On the Family's Transactions tab ...

• A Refund - Overpayment for $100.00 has been added and linked to the original payment.
• The family balance is increased to $0.
• The R icon is no longer visible for the payment because it has been completely refunded.

• 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.

• Family had a recital fee and a costume fee that were paid with one check.
• They have a 0.00 current balance.
• The family is not able to participate in the recital. Only the costume fee will be refunded using the organization's Check #152. The recital fees are non-refundable.
• The family balance will not change.

1. Click the R 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 Costume Fee and leave the amount at 65.00. Leave the recital fee unchecked.
6. Click Next.
7. Because the family no longer owes the $65.00 costume fee, click Not Due in the Are Fees Still Due? window.
8. Click Submit Refund.

On the Family's Transactions tab ...

• A Refund - Costume Fee transaction has been added for $65.00 and is linked to the original payment and the original fee.
• A Refund - Adjustment has been added so that the family's balance is correct. It is linked to the refund transaction.
• The family balance does not change.
• The R icon is still visible for the payment because it has only been partially refunded. It is possible to go back to the payment and refund the other fee at a later date if needed.
  
  

• Family paid a tuition fee of $150.00 and a registration fee of $35 with their Visa. They have withdrawn from class and are eligible for a partial refund.
• They have a 0.00 current balance.
• The tuition fee of $150.00 will be refunded back to their Visa.
• The family balance will not change.

1. Click the R on the payment line.
2. The Post Date and Refund Method are pre-filled and cannot be edited for an ePayment refund (refund to card).
3. Optionally add a Note.
4. Check the Tuition Fee and leave the Refund Amt at 150.00. Note: If you were refunding a partial amount, you'd change the Refund Amtfield. Because the registration fee is not being refunded, leave it unchecked.
5. Click Next.
6. Because the tuition fee is no longer owing click Not Due in the Are Fees Still Due? window. Note: The registration fee will be grayed out here because it was not selected to be refunded.
7. Click Submit Refund. A confirmation of the transaction will appear with an approval code or decline code.

On the Family's Transactions tab ...

• A Refund - Tuition Fee transaction has been added for $150.00 and is linked to the original payment and the original fee.
• A Refund Adjustment has been added so that the family's balance is correct. It is linked to the refund transaction.
• The family balance does not change.
• The refund transaction ID and status are available in the ePmt column.
• The R icon is still visible for the payment because it has not been completely refunded.

• Family owes $75.00 in February but paid that fee by error in November.
• They have a $0 balance.
• The entire amount will be refunded.
• The family still owes the fee in February, so the balance will increase to $75.00.

1. Click the R on the payment line.
2. The Post Date and Refund Method are pre-filled and cannot be edited for an ePayment refund (refund to card).
3. Add a Note for reference.
4. Check the Competition Fee and leave the amount at 75.00.
5. Click Next.
6. Because the family still owes the $75.00 competition fee, click Due in the Are Fees Still Due? window.
7. Click Submit Refund.

On the Family's Transactions tab ...

• A Refund - Overpayment has been added and is linked to the original payment.
• The family balance is increased to $75.00.
• The R icon is no longer visible for the payment because it has been completely refunded.
• The competition fee is unlinked and still owed.

• Family paid $75 competition fee with a Visa.
• Student is not able to participate and the family is eligible for a full refund.
• The refund cannot be issued back to the Visa because it has since been cancelled. Organization check #420 will be issued.
• They have a $0 balance.
• The family balance will remain at $0.

1. Click the R on the payment line.
2. Click the Refund by Different Payment Method button.
3. In the warning window click the Record Refund in Jackrabbit Only button.
4. The Post Date and Refund Method are now editable. Change the Post Date if needed and select the Refund Method.
5. Optionally add a Note.
6. Check the Competition Fee and leave the amount at 75.00.
7. Click Next.
8. Because the fee is no longer owed click Not Due in the Are Fees Still Due? window.
9. Submit Refund.

On the Family's Transactions tab ...

• A Refund - Competition Fee transaction has been added for $75.00 and is linked to the original payment and the original fee. 
• A Refund Adjustment has been added so that the family's balance is correct. It is linked to the refund transaction.
• The family balance does not change.
• The R icon is no longer visible for the payment because it has been completely refunded.

• Customer purchased an item in the pro shop and paid by check.
• The item is returned for a full refund to be issued on the organization's check #10201.
• The item will be added back to inventory.

1. Click the R 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. Check the Merchandise item and leave the Refund Amt at 45.00.
5. Leave the Return Qty at 1.
6. Click Next.
   
7. Click Next in the Are Fees Still Due? window (store items cannot be marked as still due and buttons will be inactive).
8. Because the item will be added back to inventory leave Add Back Qty on Hand checked in the Are Items Going Back Into Inventory? window.
9. Click Submit Refund.

On the store Transactions tab ...

• A Refund - Merchandise has been added for $45 and a Refund Adjustment has been added so that the store's balance is correct.
• The balance of the store account remains at $0.
• The R icon is no longer visible for the payment because it has been completely refunded.

On the Sales Detail store report ...

• The return of the item is recorded. (The Qty returned is added back to the item's Qty on Hand.)

• Family paid for tuition fee and purchased a t-shirt but was charged for two t-shirts in error.
• They have a $0 balance.
• One t-shirt ($20) will be refunded using the organization's check #10300.
• The family balance will remain at $0.
• Nothing will be added back to inventory.

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. Because the tuition fee is not being refunded, leave it unchecked.
5. Check the Merchandise and change the Return Qty to 1. The Refund Amt will adjust to 20.00.
6. Click Next.
   
7. Store items cannot be marked as still due and the tuition fee was not selected for refund. Click Next in the Are Fees Still Due? window.
8. Because the item will be added back to inventory leave Add Back Qty on Hand checked in the Are Items Going Back Into Inventory? window.
9. Click Submit Refund.

On the Family's Transactions tab ...

• A Refund - Merchandise has been added for $20 and a Refund Adjustment has been added so that the family's balance is correct.
• The family balance remains at $0.
• The R icon is is still visible for the payment because it has not been completely refunded.

On the Sales Detail store report ...

• The return of the t-shirt is recorded. (The Qty returned has been added back to the item's Qty on Hand.)

• Family paid cash for a T-shirt and a pair of tights.
• The have a $0 balance.
• The tights were returned defective and refunded in full with cash.
• The family balance will remain at $0.
• The tights will not be put back into inventory.

1. Click the R on the payment line.
2. If needed change the Post Date.
3. Select Cash from the Refund Method drop-down.
4. Because the T-Shirt is not being refunded, leave it unchecked.
5. Check the Tights and leave the Return Qty at 1.
6. Click Next.

   

7. Store items cannot be marked as still due. Click Next in the Are Fees Still Due? window.
8. Because the item will not be added back to inventory uncheck Add Back to Qty on Hand.
9. Click Submit Refund.

On the Family's Transactions tab ...

• A Refund - Merchandise has been added for $10.80 and a Refund Adjustment has been added so that the family's balance is correct.
• The family balance remains at $0.
• The R icon is is still visible for the payment because it has not been completely refunded.

On the Sales Detail store report ...

• The return of the item is recorded. (The Qty returned is not added back to the item's Qty on Hand.)