Payments: Refunding Parents

When processing a refund for families, centres will want to reflect this in their Discover system against the individual account holders account. 

Please note: Administrators will not be able to issue refunds into an account holders bank account. Instead this process is a reflection of external actions onto the Discover system. 

To reflect a refund in the Discover system, administrators will:

1. Navigate to Children tab

2. Select the Child 

3. Navigate to the Contacts tab and select the bill payer

4. In the Transactions tab, select Create Refund

5. Complete the page:

• Confirm Bill Payer
• Add Description
• Date to reflect on statement
• Total Refund $

6. Once ready, select Create

Discover will validate the refund by asking you to you choose where the refund money is coming from - as such, the system will not allow you to refund more than the balance owed to the centre and only Receipts. 

If you have a rare situation where you want to refund more money than the person currently is owed, find one of their most recent invoices and reverse it.   That will leave the customer with less owing to the centre and you can then refund a larger balance.  Discover will automatically recreate any enrolment invoices you reversed in the next automatic invoicing cycle.

Alternatively, you would need to create an adhoc invoice for the amount you wish to refund and add a clear description of what this is.