Refunding A Payment

This article will assist you with applying a Refund to a Families Account.

Overview

Refunds can be applied to Families Accounts, if they have paid to much or may be finishing care at the Service and have a credit balance on their Account.

Note: The Refund option adds a Debit amount onto the balance. The physical exchange of funds will still need to be processed and returned to the Family externally for eg. EFT or Direct Deposit. The refund does not automatically return to the Families bank account. Xap can not refund actual funds back to the family.

Refunding a Credit

Select the Payments & Billing screen from the left hand side menu.
Select the Accounts Tab
Select the 3-dot menu next to the account
Select Refund Payment

5: Select the refund Type eg. Credit Refund or Bond Refund

Select the Refund Date
Add in the Amount to be refunded
Add a Reference number
Add in a Description of the Refund
Select Refund Payment

The Families account balance will have the credit amount refund and the refund can be refunded externally to the Family.

The Refund will display on the Families Statement, as below:

To assist you further with this process see the Xap University Video: Refunding a Payment

Updated on: 07/01/2022

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