Refunding by Cash or Cheque
School > Payments > Accounts > Refunds.
This process only logs the refund in the system. It is up to the school to actually carry out the physical refund.
To log in Arbor that a refund has been given by cash or cheque, go to School > Payments > Accounts > Refunds. To issue a new Refund, click +Add.
Fill in the details on the slide over, including the Student, Account, and Amount and click 'Add Refund'.
The refund will be recorded, and this will be reflected in the student's Account Balance.
Refunding by Card
Refunding Meal Top-ups
To refund a Meal Top-up go to School > Payments > Accounts > Top Ups and select the card payment you would like to refund.
In the slide over, click the Refund top-up button.
Add a reason for making the refund, then click Refund top-up and confirm the refund.
The refund will then be processed. If it is successful, clicking on the payment again from the Top Ups page will show the refund date.
The refund will also display on the Accounts > Refunds and Card Payments > Card Refunds pages.
Refunding Club payments
To refund a club payment you will need to contact us via email.
Please include in this email:
- The student's name
- The club's name
- The URL of the Club Overview ((This is the long bar at the top of the screen that usually begins with 'https')
- Why you want to delete the payment
Refunding Trip payments
Refunding trip Payments by card is not currently possible. Please use the alternate ways of giving cash or cheque refunds detailed above. If you would really like this functionality, let us know!
Please Note: If money is not being paid out to a Student's parent/guardian, but a charge simply needs to be reversed, a refund should not be issued. Instead, please cancel the Invoice (for help with this, read this article).