Open Fees > Online refunds. A refund and a decision on a payment in review always need two people: one asks, another approves. If the institution has the strict rule (approvals.payment_refund set to STRICT), you cannot approve your own request. You see "Another person must approve".
Ask for a refund
- Open Fees > Online payments and open the payment.
- Press Ask for a refund. Write the reason. Press Send for approval.
- The person who approves opens Fees > Online refunds, finds it and presses Approve (or Refuse).
- SunRuby refunds through the gateway. The payment shows Refunded. Its receipt is reversed with the refund mode and a refund reference.
There is a daily cap on refunds (payments.refund_daily_cap).
Decide a payment in review
A payment in review has money but no receipt. See Online fee payments.
- On the payment press Keep the money as advance credit or Checked: nothing more to do, with a reason, and send for approval.
- Under Fees > Online refunds > Decisions another person presses Approve or Refuse.
- After approval the payment shows Resolved. With advance credit, a receipt as advance is issued for the child.
The list
The table shows what was Asked, the Amount and the status of each refund. The Decisions list is empty ("No decisions waiting") when nothing is pending.
Common questions
Ask for a refund is not on the payment.
Only people with the refund permission see it. The office role may not have it. Ask the accountant or principal.
Can I reverse the receipt in Receipts instead?
No. An online receipt can be reversed only through a refund.