SchoolCash Support Portal

Introduction

This article provides step-by-step instructions for processing refunds for purchases made using various payment methods, including cash, check, and online transactions. It also covers refunds for multiple students and public purchases.

Processing Refunds for Purchases Made Using Cash or Check

Recorded in the SchoolCash Register

1. Select the SchoolCash Register module.
2. Search for the student using their name, student ID, or guardian name. Click Search.
3. Select the student by checking the appropriate box, then click Select.
4. Go to the Refunds tab to view all payments for the selected student.
5. Select the item to be refunded and enter the refund amount and reason.
6. Choose the type of tender for the refund:
   1. Check: Issue a manual check. This requires a separate transaction in SchoolCash Accounting.
   2. Cash: (Not recommended from an audit perspective.)
   3. Credit Card: Requires a credit card terminal and is not connected to SchoolCash Online. (Not recommended.)
7. Confirm the transaction and print the receipt.
8. If refunding by check, proceed to the Issue Check module to process the check and deliver it to the recipient.

Not Recorded in the SchoolCash Register

1. Select the Issue Check module.
2. Process the check and provide it to the appropriate individual.

Processing Refunds for Online Purchases

Purchased Within the Last 360 Days

1. Select the SchoolCash Catalog module.
2. Go to the View Items list and select the Student Attachments tab.
3. Search for the student and click the Refund option beside their name.
4. Check the box for each item to be refunded and enter the refund amount and reason. Partial refunds can be processed.
5. Confirm the refund by clicking Refund and follow the prompts to finalize the transaction.
6. The amount will be refunded to the original payment method.

Purchased Over 360 Days Ago

• Refunds cannot be processed to the original payment method.
• Use the SchoolCash Register module to issue a refund. Follow the steps outlined for cash or check refunds.

Refunding for Multiple Students

1. Select the SchoolCash Catalog module.
2. Locate and select the item to refund.
3. Click Refund to view all students who made payments online.
4. Check the boxes for the students to be refunded.
5. Enter the refund amount and reason for each student. Copy and paste for consistency if needed.
6. Click Refund and confirm the transaction.
7. Refunds will be processed to the original payment method.

Refunding Public Purchases

1. Select the SchoolCash Catalog module and locate the item.
2. Click the Refund tab to view payments available for refund.
3. Public purchases appear at the bottom of the page. Select the purchaser for the refund.
4. Enter the refund amount and reason.
5. The amount will be refunded to the original payment method.

Where to next?

• Public Items Purchased Using the SchoolCash Register