Access CareConnect Provider mobile app (iOS and Android) or CareConnect Provider Web.

This guide will demonstrate how to use the Refund Payment feature on Payments with statuses as Received, Processed/Partial Processed Payment.

You can access the Refund Payment feature in Transactions, Family Ledger Transactions List, or the Payment Details page.

Access Refund from Transactions or Family Ledger Transactions List:

1. On the Transactions and Family Ledger Page, you can click on then select Refund Payment.

2. When the Refund Payment pop-up window is opened, fill in the required information in *

• Payment Amount: the total amount paid by the parents
• Payment Balance: the amount that has not been allocated to any invoice
• Refunded Amount: the amount that has been refunded
  • NOTE: this is only applicable for processed and partially processed payment
• Refunded Amount*: enter the amount you need to refund.
  • NOTE: payment with Received status can only be refunded in full amount.
• Refund Method*: select a method that you use to process the refund
• Comments: add any note that you need to make for this refund

3. Once you have filled out the required fields with *, you can click on Save to process the refund.

Access Refund from Payment Details:

1. Go to a student's Family Ledger and then select the Payment ID to go into the payment details.
2. Click on on the bottom of the payment details page to open the Refund Payment window. 

3. Fill out the required information, then click on Save to process the refund.

NOTE: After the refund is posted, the Payment Status will be updated to Refunded or Partial Refunded.