Adding a Refund to an Invoice and Applying it

This article will help if you need to add a refund that was made outside of BigSIS to an invoice and it will also help with the steps to add this payment to an invoice. This is not the proper article on How to Issue a Refund for a family.

PRO TIP! Make sure to toggle the payment plan offline if you want to need to make sure this account is set offline and won't have payments drawn on it. How to Toggle a Payment Plan On or Offline.

1. Go to Favorites > Families. Filter for and edit the appropriate family.
   
   
   
2. From the Edit Family page, click Apply Credit or Refund button. 
   
   
   
3. From the Add Payment Method page you will have a few options:
   (Right-click and "Open image in new tab" to enlarge)
   • Start by selecting Refund. This is very important!
   • Next, select the Type of Refund you used outside of BigSIS. This list will consist of Check, Cash, Adjustment, and Other. Click the links to see an example of each option.
   • Fill out the appropriate information based on what refund type you select. Take note that Other is a self-building list and allows you to add your own options. 
   • Last, add the dollar amount that you want to refund, making sure that it is a negative number. The system will not allow a positive number to be used for a refund.
   • Click Save and Apply and this will take you to Step One.
   
   
   
4. Select the Invoice that you want to apply the refund to and click Next. 
   (Right-click and "Open image in new tab" to enlarge)
   
   
   
5. This will take you to Step Two where you will confirm the amount you want to refund. Click Apply Payment/Refund to apply the refund. 
   (Right-click and "Open image in new tab" to enlarge)
   
   
   
6. You will automatically be taken back to Step One where you will see a confirmation message that you have successfully applied the refund. Click Back and this will take you back to the Edit Family page.
   
   
7. If you do not need to zero out the invoice you applied the refund to then you are done! Many schools will need to apply a credit memo to zero out our account for the refund and if that applies to you click here to go to How to Add a Credit Memo.