How to do a Return

How to Do a Return

When doing a return, you can either refund the money back onto a student's account as a credit, or you can refund the money back to their card.

Return to Account

1. Create a New Transaction in the Sales Module.
2. Select Type: Return and put your initials.

3. Under the Edit Transactions > Edit Items > Original Invoice tab, in the search field on the right type in the invoice number you’d like to refund. This is the invoice that records their payment.

4. Select each line item you would like to add to the return and click Save.
5. Go to the Return Items tab.
6. To add the amount as a credit back on their account, click Post!

7. Check their balance at the top. The CR next to the money amount stands for Credit.

Return to Card

1. To refund their card: Follow the instructions in your Stripe account: Refund a Customer – Stripe Support
2. In the invoice before you post it, in the Payment field select Credit Applied and enter the negative amount (e.g., -100). Then click Post. This will not add a credit back onto their account.