How to process a refund request
- From the Finance module,
- select Registers, and choose Payments Register.
- Select the filters options to assist with searching for a payment.
- Select Filter.
- Alternatively, search for the student via the top right-hand search.
- Select Payments. A list of applicable payments will be returned.
- Select Refund from the dropdown next to Details for the applicable payment(s).
- A Confirm Refund Details popout will be provided for completion.
b. Enter the reason.
c. Complete the Payee Account Details.
d. Select Proceed. The Refund Status will display as Pending Approval.
Note: The refund request will workflow to the Refunds Register for the designated approver to review and action.
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
To learn more about Sentral Finance, watch our video tutorials or view our user, admin and quick reference guides.