Family Paid Fees and is Eligible for a Partial Refund, Fee will No Longer be Owed (Refund Example)

A family had a recital fee and a costume fee that they 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.

Process a Refund

  1. Click the R on the payment line.
  2. Change the Post Date if needed.
  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. Click Next.

  6. Click Not Due in the Are Fees Still Due? window because the family no longer owes the $65.00 costume fee.
  7. Click Submit Refund.

Family Transaction Tab View

  • A Refund - Costume Balance 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.