How do you refund the registration cart?

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Finance Module
Knowledge Base 2.0 article 439

How do you refund the registration cart?

Navigation Path
Finance Module → Registration → Billable Courses

This report shows all items sitting in various shopping carts within the system.

From the data table that shows up after following the above navigation path select the “Ticket / Tag” icon next to the users name.

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  • Select which items you wish to refund (note the “drop”) text
  • Edit / Verify the item refund amount (click to edit)
  • Select Credit Invoice date
  • Select Year that you wish to apply this credit invoice to
  • Select Cohort that you wish to apply this credit invoice to
  • Select the BLUE Post New Invoice or Add toExisting Invoice button

 

It is important to note that a credit invoice is created in the student ledger and you will need to apply that to an existing invoice or issue a refund to the student.