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

A family owes $100.00 for a competition fee in March but paid that fee in 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 the fee in March so the balance will increase to $100.00.

Process a Refund

  1. Click the R icon 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 Competition Fee and leave the amount at 100.00. Click Next.
    • Because the family still owes the $100.00 competition fee, mark the fee Due box in the Are Fees Still Due? window. 
  6. Click Submit Refund.

Family Transaction Tab View

  • 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.