Enhanced Refund Processing for Parent Pay

Hi there,
​
We are excited to introduce a new refund option for transactions made using Parent Pay, enhancing our financial management capabilities.
​

Key Features:

• Flexible Refund Options: Staff can now process both full and partial refunds for transactions paid through Parent Pay, providing greater flexibility in managing client payments.
  ​
• Automated Record Creation: The system automatically creates a refund transaction record and generates a PDF for each refund processed, ensuring accurate documentation.
  ​
• Payment Status Updates: Once a refund is processed, the payment status is updated to reflect either "refunded" or "partially refunded," maintaining clear records.
  ​
  ​Payment Restrictions:
  ​
• Full Refunds: Payments that are fully refunded will be marked as such and cannot be used to settle new invoices. They will also be unlinked from any associated invoices.
  ​
• Partial Refunds: For partially refunded payments, the remaining balance can still be used online to settle any outstanding invoices.

This feature streamlines the refund process, ensuring efficient handling of client transactions and enhancing overall customer satisfaction.

Parent Team