If you need to issue a refund to a student, you can do it from their contact record.

Who: School Admins / Servicers · Where: Contacts › (student) › Payments

1. Open the student's record. Go to Contacts, search for the student, and click their name.

2. Open the Payments tab. Scroll to the Payment History table.

3. Process the refund. Find the completed payment, click Refund, enter the refund amount, and click Submit.

If the student no longer owes a balance after the refund, remember to mark them as dropped (see "Marking a Student as Dropped").