Processing Refunds by Student

Processing Refunds by Student


You have the ability to apply a FLAT dollar amount refund in the form of an Account Credit to each individual student listed under a user’s account, all at once ‘en masse.’


For example:


You had an event for which you charged $10, as per the related catalog SKU amount. Due to an unforeseen cancellation of the event, you want to apply a flat $5 refund to each student in the form of an account credit.

Steps for Applying Account Credits by Student:


  • Go to People > Student List.
  • Select the box to the left of each student’s name who will be receiving the account credit.
  • Next, click on the blue ‘Add Credit’ button.



  • Enter the flat dollar amount of account credit you are applying to each student ‘en masse.’ 
  • Select the affected Ledger Account. 
  • Enter a Payment Note, if desired, and Save.









    • Related Articles

    • FAQ - Is there a way to process mass refunds?

      If you need to refund items in a group, you can use the Refund Worksheet. This report produces an on-screen worksheet that allows you to refund many SKUs across many orders at once and optionally issue account credits. This is particularly useful if ...

    • Update - Mass Refunds

      Refunding Orders En Masse  If you need to refund items to a group of people, we recommend the Refund Worksheet. This report produces an on-screen worksheet that allows you to refund many SKUs across many orders at once and optionally issue account ...

    • Account Credits and Liability Ledger Account

      Account credits can be issued in one of two ways:  As a form of a refund reimbursement from an order An admin gives an account credit to the user Applying an Account Credit as a Form of Refund Reimbursement from an Order Example: Suzy purchases two ...

    • Membership Toolkit Managed Payment Processing Account

      Membership Toolkit comes equipped with it's own payment processor - the Membership Toolkit Managed Payment Processor. Available to ALL of our Membership Toolkit Customers. MUST be used by Membership Toolkit "Express Subscription" Customers. Payment ...

    • Processing Refunds Through TransFirst

      Refunds can be processed on the mobile device if being used, or your TransAction Express account.  If you are able to void the transaction on the same day, prior to it being batched/settled, then the fees associated with the transaction would also be ...