Skip to content
  • There are no suggestions because the search field is empty.

Processing Refunds

Refund payments or credit a family's account

 Class Manager allows you to manage refunds from a family's orders. You can refund all or part of a payment, add a credit to the family's account, or record a refund for a payment made outside Class Manager. 

Watch the video

 

How Refunds Are Handled

The way a refund is processed depends on how the original payment was made:

  • Card payments - Refunds are automatically sent back to the card used for the original payment through Stripe.
  • Manual payments - Refunds are recorded as manual refunds. Class Manager records the refund, but the actual money must be returned to the family outside Class Manager.

You can also add credit to a family's account instead of refunding a payment. This adds an amount to their account balance for future payments.

Refund a Payment

To add a refund, first open the order containing the payment you want to refund. You can open the order either by:

  • Going to Billing > Billing and Payments and opening the order.
  • Going to Members > Families, selecting the relevant family, and opening the order.

Once the order is open:

  1. Find the relevant line item.
  2. Click the three dots (...).
  3. Select Add refund.
  4. Enter the amount. Choose whether to issue a full or partial refund.
  5. Enter a reason for the refund.
  6. Confirm the refund.

Card Payments

If the payment was made by card through Stripe, the refund is automatically sent back to the card used for the original payment.

If your Stripe balance doesn't cover the full refund (e.g. balance already paid out), Stripe may charge the remaining amount to your company card, including the applicable refund fee.

For example, if your Stripe balance covers $0.00 of a refund, the remaining amount and fee may be charged to your company card.

Manual Payments

If the payment was made outside Class Manager, the refund is treated as a manual refund.

Class Manager will display a message explaining that recording the refund will not move any money and that you need to return the amount to the family yourself.

Recording the refund keeps a record in Class Manager, but you must process the actual payment outside Class Manager.

What Happens After a Refund

The refund is recorded against the relevant order and appears in the invoice history, including the refund amount and reason.