Cancelling and refunding breakfast club or after-school club memberships

You can cancel student participation in wraparound care clubs to refund the balance back onto the student's customer account type.

Permissions

You'll need the School: Extra Curricular: Administer permission to cancel and refund wraparound care memberships. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

 

Go to School > Activities > Clubs and select the club. From the Club Overview, click into the session you want to remove students from.

select_the_club_session.png

 

Select the session.

select_the_clu_session_to_remove_students.png

 

Click on the student to remove in the Students section.

Screenshot_2021-09-24_at_10.46.37.png

 

Click the red button in the slide over. Please note: this will remove all participation for the session. If a student was signed up to more than one time interval, it will remove them from both. 

  • If the student was already charged for this session, the invoice will be cancelled and their customer account balance will be credited.
  • If you choose to invoice once the session takes place and the session has not happened yet, the invoice will not be created.

Screenshot_2021-09-24_at_10.46.56.png

 

Reconciling cancellations

To reconcile invoices created when the memberships were booked, you can go to School > Payments > Accounts > Invoices and select the customer account type you've chosen in your Wraparound care club setup. Select the invoice.

In the slide over, you can see any items linked to the invoice and their status.

Screenshot_2021-09-24_at_10.48.03.png

 

You can click the More Information button for a full breakdown of the invoice, including the credit note when participation is cancelled.

Screenshot_2021-09-24_at_10.50.11.png

 

Credits for cancelled participation will be added back onto the student's account.

Screenshot_2021-09-24_at_11.03.34.png

Was this article helpful?
0 out of 0 found this helpful
I'm still stuck!

Comments

0 comments

Please sign in to leave a comment.