Refunding and marking School Shop items as not issued

Use this article if you need to refund payments for School Shop items, or mark them as not issued.

Parents cannot request their own refunds, so if a parent has made a purchase through the Parent Portal or Arbor App, or you've logged the purchase manually, you'll need to follow the same instructions.

Permissions

  • Finance: Administer - Set up School Shop items, log payments and refunds and mark items as issued/not issued.
  • Finance: View - View products and purchases, but not edit any information.
  • School Shop: Administer - View products and purchases and mark items as issued/not issued. Please note that this permission is not included in any Business Roles by default, but can be added ad-hoc to people using the link below.

If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

Marking items as not issued

You can mark items as issued from within the item overview, or on the Orders page.

From the Orders page

Go to School > Payments > School Shop > School Shop Orders. Click into the Issued tab.

Tick the boxes next to the students, and click the Bulk action button to select Mark as not issued.

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From within the item overview

Go to School > Payments > School Shop > School Shop Products, select the item and click More information.

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Click into the Issued tab. Tick the boxes next to the students, and click the Bulk action button to select Mark as not issued.

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They will then move back to the Paid tab.

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Refunding payments for items

This can only be done from within the item, now from the Orders page.

Go to School > Payments > School Shop > School Shop Products, select the item and click More information.

Screenshot_2022-12-05_at_11.20.53.png

 

Click into the Paid tab. Tick the boxes next to the students to refund, and click the Bulk action button to select Refund purchase.

Once confirmed, the full amount for the selected purchases will be returned to the original payment card. The invoice will be cancelled and a credit note will be automatically added.

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Once an item has been issued, can you refund and keep it as issued?

Once issued, you would need to:

  1. Mark the item as not issued
  2. Refund the item
  3. Add a new price for the individual student of £0
  4. Purchase this item again for them for free, and re-issue it
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