The Refund menu allows finance administrators to define refund policies, apply refunds to specific students, and keep track of all refund transactions. This ensures that students who qualify for fee reimbursements are handled transparently and efficiently.

Refund Section

To access the refund functionalities, navigate to:

Home > Finance > Fees > Fees refund

Here you’ll see three main options:

• View refunds: Displays a list of processed refunds.
  
  

• Create refund rule: Allows you to configure institution-wide refund conditions.
  
  

• Apply refund: Where refunds are applied to specific students.

Creating Refund Rules

Before processing any student refund, you must first define the refund rules.

1. Click Create refund rule.
   
   

2. Select the Fee Collection.
   
   

3. Enter a Refund Name.
   
   

4. Set the Refund Validity (end date).
   
   

5. Choose the Type: either Percentage or Amount.
   
   

6. Define the Value for the refund.

1. Select the applicable Fee Collection from the dropdown.
   
   

2. The system will calculate the Eligible Refund based on the configured rule.
   
   

3. Enter the Refund Amount and an optional description.
   
   

4. Click Refund to confirm.

Viewing Refund Transactions

To review previously processed refunds:

• Click View refunds.

1. Use filters such as Date, Student, or Fee Collection to narrow your search.
   
   

2. View and verify processed refund logs.