Payments - Third Party Refund Allocation
  • 12 Feb 2024
  • 1 Minute to read

Payments - Third Party Refund Allocation


Article Summary

The Payments > Third Party Refund Allocation screen is where users are able to associate a refund that has been setup with a specific balance on a child/family account.

This is typically the second step of the agency refund process, the first step is on the Payments > Add/Edit Third Party Refund screen.

Please Note: If a third party refund has been created, the user will automatically be directed to the Third Party Allocation screen.


Allocate a Refund

  1. Click Payments, then select Third Party Refund Allocation

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  1. Agency - select the agency that requested the refund from the Agency drop-down

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  1. Select Refund - choose the specific refund that was created on the Add/Edit Third Party Refund screen

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  1. Once a Refund is selected, the Refund Search Criteria will populate based on the information added during the refund setup. This information can be changed if needed

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  1. Click Search. This will populate a list of families/students that match the search criteria under the Refunds section

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  1. To allocate a refund to a specific student, double click in the Refund Amount field. Please Note: different amounts can be allocated to different students. For example, if the total refund amount is $500, $100 can be allocated to 5 different students

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  1. This will open an editable field to enter the amount of the refund

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  1. Once the Refund Amounts equal the total refund amount, click Post Refund

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  1. Click OK on the confirmation popup
  2. Click OK on the Post Refund confirmation popup

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