Refund Credits and Overpayments
To refund a credit:
1. From the Finance module, select Registers and choose Credits Register.
2. Select Filter for a general search or use the filter options for a more refined search for the credit.
3. Select the Credit to refund.
4. Select the dropdown next to details and Refund. A Confirm Refund Details popout will be displayed for completion.
5. Enter the refund amount, reason, and bank details.
6. Once complete, select Proceed.
The refund request will be workflowed for approval via the Refunds Register.
To refund an overpayment:
1. From the Finance module, select Registers and choose Payments Register.
2. Alternatively, select either the Student or Contact Overview, then Overpayments.
3. Select the dropdown next to details and Refund.
A Confirm Refund Details pop-up will display for completion.
4. Enter the refund amount, reason and bank details.
5. Once complete, select Proceed.
The refund request will be workflowed for approval via the Refunds Register.
Important notes:
> EFTPOS request refund must be processed at terminal as well. EFT and Customer Payment platform refunds are processed on SAP
> All payments migrated from EBS can only be refunded via EFT.
> Credit notes (Fees in Advance) migrated from EBS can still be refunded using EFTPOS
Watch our video tutorials to learn more about Sentral Finance or view user and admin guides.