How do I refund a pupil on a trip?

Summary
How to refund money to a pupil who has paid for a trip but subsequently decides not to go on the trip or is unable to go.

Solution

• On the Trips and Events screen, double click on the trip.
• In the Balances/Notes view of the Trip Payments window, click on the red Payment button next to the pupil name.
• Select Refund.
• Select Cash or Cheque as appropriate.
• Enter the amount to be refunded in the Enter refund amount box.
• Click Confirm refund.
• If you are recording a cheque refund, enter your cheque details in the Enter cheque details/reference box and click Done.
• Choose whether or not you wish to print a receipt.
• Click Close Window to close the View Transaction window, if displayed.

Note: once the pupil has been refunded, you can remove him/her from the trip.

References

• Refer to the SCO Help Centre for further information
• FAQ1030 - How do I remove a pupil from a trip?

ID: FAQ1029
Last Update: 25 August 2009
Module: SCO