Refunds and Credits Process Overview

The SchoolsBuddy Team
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Quick answer:

Use the flowchart to choose the quickest way to refund or credit, depending on how many students or sessions are involved.

There are a few different ways to process refunds and give credits in SchoolsBuddy depending on how many students or sessions you would like to refund.  Use the flowchart below to find the easiest process for you and see the related help guides linked below. You can click on the flowchart to make it bigger.  If you need further guidance, please reach out via Submit a request

Screenshot: There are a few different ways to process refunds and give credits in SchoolsBuddy depending on how many students
There are a few different ways to process refunds and give credits in SchoolsBuddy depending on how many students.

See more in our guides:

Click here for: Mass Adjustments / Mass Discounts and Refunds

Click here for: Individual Credit from Fees Summary Screen

Click here for: Remove Credit from Parent Wallet

Click here for: Process Refund with Payment Provider

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