You can refund payments made by parents when signing their child up for a trip. To be able to give refunds and cancellations you'll need the Finance: Administer or Extra-Curricular: Administer permissions.
The types of refunds and cancellations you can perform will depend on whether:
- The trip is a free or paid trip
- The guardian made a payment for the trip
- How many payments were made
We'll go through each of the examples, and see how a refund and cancellation can be issued in each case.
For the video above, you can skip to these sections:
- 0.10 - Free trips
- 1.28 - Cancelling participation and refunding in full
- 3.35 - Not cancelling and making a partial refund
- 4.33 - Cancelling if no payment was made
- 5.43 - Multiple payments via different methods
- 7.35 - FAQ
Cancelling a free trip participation
For a free trip, as no payments were made, you can easily cancel participation in the trip.
First, go to School > Activities > Trips and select the trip. Scroll down to the Trip Participants section.
Click the student you want to cancel participation for.
In the slide over, click to cancel the trip participation, and then confirm the cancellation. The student will then move back to the Eligible tab.
Cancelling a paid trip participation
Important notes on refunding trips:
- Whether voluntary contributions are allowed for a trip or not, the method for refunding payments is the same, and will just depend on how many payments were made and whether you also want to cancel the trip participation.
- If multiple payments were made, each one must be refunded separately. This is because payments can be made via different methods or at different times, so it is not possible to refund them all together.
- Payments made via Cash, Cheque or Bank Transfer can only be refunded via Cash or Cheque, and payments made via Card can only be refunded by Card.
- Refunds made via Cash or Cheque logged in Arbor are merely a log of the transaction. It is the responsibility of your school to ensure the refund is actually paid outside of Arbor.
Go to School > Activities > Trips and select the trip. Scroll down to the Trip Participants section.
Click the student you want to cancel participation or refund payments for.
In the slide over, click to cancel the trip participation.
Refunding payments without cancelling the Trip participation
In the next slide over, you'll be able to select what action to take.
In the Trip Participation field, select whether to cancel the trip participation or to keep the student signed up for the trip. In the table, you can then choose the amount to refund and the refund method. You can click the Amount to Refund to change the amount you are refunding.
For example, I still want the student to be signed up for the trip, but I want to refund £10 back.
In the next step, confirm the cancellations/refunds you wish to do, then click to confirm.
Cancelling the Trip participation
When you select the student, you'll be able to select what action to take.
In the Trip Participation field, select whether to cancel the trip participation or to keep the student signed up for the trip. In the table, you can then choose the amount to refund and the refund method. You can click the Amount to Refund to change the amount you are refunding.
For example, I want to cancel the student's trip participation and refund £10, but the other £10 was non-refundable. In this case, I would put 0 in the Amount to refund column for any payments I do not want to refund. I could also click on the bin icon to remove the payment I don’t want to refund.
In the next step, confirm the cancellations/refunds you wish to do, then click to confirm.
The student will then appear in the Cancelled Tab.
Cancelling Trip participation when no payments were made
If you have manually confirmed a child on a trip without a payment being made, you won't be able to refund any money.
This is also possible if you have allowed variable contributions for the trip, parents can choose not to pay at all when signing their child up, as shown below.
When selecting the child and cancelling their participation, you won't be able to select to refund any money, and you'll just be able to cancel the trip participation.
