Issuing Refunds from the Tuition Management System

The following steps will help you issue refunds in your tuition management system. Make sure to take into account that refunding a payment will automatically cause an invoice to be overdue unless you change the payment schedule to update the invoice to a new date (click here to update their payment schedule after you do the refund) OR make the payment schedule "offline" so that payments are not deducted after you make the refund (click here to learn more about updating the payment method for an agreement).

1. Go to the Leads Table >Edit lead. 
   
2. Edit the agreement.
   (Right-click and 'Open image in new tab' to enlarge)
   
3. Click the Payment Icon in the Invoices Resulting from Changes section.
   
4. Click the Payment for button.
   (Right-click and 'Open image in new tab' to enlarge)
   
5. This will show you the payment details in BigSIS including the invoice(s) the payment is tied to and a link to the payment in Stripe. Click Issue Refund.
   
6. On the Refund Payment screen you can enter the Reason for refund and the amount you want to refund. Stripe will have you reduce the amount they paid. For example, if you want to do a full refund enter in '0' and the refund amount will increase to the full amount of the payment. Enter a portion of what you want to refund if you are not refunding the entire amount.
   Click Ok when you are done.