Family Paid with Credit Card and is Eligible for Refund, Original Credit Card Cancelled (Refund Example)

A family paid a $100 competition fee with a Visa credit card. The 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 canceled. Organization check #420 will be issued. They have a $0.00 current balance. The family balance will remain at $0.00.

Process a Refund

  1. Click the R on the payment line.
  2. Click the Refund by Different Payment Method button. In the warning window, click the Record Refund in Jackrabbit Only button.

  3. Change the Post Date if needed and select the Refund Method (the Post Date and Refund Method are now editable). 
  4. Optionally add a Note.
  5. Check the Competition Fee and leave the amount at 100.00. Click Next.

  6. Click Not Due in the Are Fees Still Due? window because the fee is no longer owed.
  7. Click Submit Refund.

Family Transaction Tab View

  • A Refund - Competition Fee transaction has been added for $100.00 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.