Begin by navigating to the Student Refund page.
Click the Student Financials link.Step 1
Click the Refunds link.Step 2
Click the Student Refund link.Step 3
Click the Search button.Step 4
Use the Student Refund page to create an online refund for a student.Step 5
You want to create a refund for Terry Chastain, whose student ID is SFTRN025.
Enter the desired information into the ID field. Enter
Refresh the page.
Press [Tab].Step 7
Click the Academic Information link to access the Academic Information page where you can view enrollment and personal information for the student.Step 8
Click the Student Accounts link to access the Student Accounts page where you can view a student's account activity information.Step 9
Click the Refund Method list.Step 10
The Refund Method that you select here will affect the fields that appear on the rest of the page.
Click the A/P list item.Step 11
The Refund Selection group box displays the credit line items available to be refunded.
Select the check box next to each item to include it in the refund.Step 12
The system automatically enters the total amount of the line item here. To include only a portion of the line item in the refund, decrease the amount.Step 13
The Format field refers to the format used to distribute the refund.
In this case, A is for automatic check. Other format values are C (credit card), D (direct deposit), E (electronic check), and P (paper check).Step 14
Click in the Refund Item Type field.Step 15
Enter the desired information into the Refund Item Type field. Enter
Click in the Address Type field.Step 17
You want Terry's check to be sent to his home address.
Enter the desired information into the Address Type field. Enter
Click the Expand section button.Step 19
Use the View Refund Check group box to view a simulation of a refund check for the amount that you are refunding.Step 20
Click the Post Refund button to post the refund to the student's account. This button is unavailable if you selected a Refund Method of Payroll.
Also, if this business unit is set up to require refund approval, the system alerts you to the approval requirement.
Click the Post Refund button.Step 21
You have successfully created a refund for an individual student.
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