Posting / Requesting A Student Refund (Credit Card)

Label	Description
Business Process	Refunds
Module	Student Financials
Prerequisites	Student must have a credit card refund pending on their account. [NOTE: Staff will never process a refund for Account Type “AID” (Financial Aid)]
Description	This Job Aid illustrates how to post a CREDIT CARD student refund

Instructions:

Step	Action
1.	Click on [] then [] and navigate toStudent Financials -> Refunds -> Student Refund

Step	Action
2.	Verify that the “Business Unit” field = “SDCCD” Click the “Search” button [].

Step	Action
3.	Enter the student’s ID number in the “ID” field. Press the “Tab” button [] on your computer key board. The student’s name and balance will appear.

Step	Action
4.	The “Refund Method” defaults to “Accounts Payable”. Click the [] to reveal a drop down list. Select “Other” []

Step	Action
5.	The “Format” field should default to “C” for Credit Card Refund. If not, click the magnifying glass [] next to the “Format” field to display a list of options.

Step	Action
6.	Click on “C Credit Card”.

Step	Action
7.	If there are multiple refunds, only line items with a check mark [] will be processed. To stop line items from being processed, click the box and remove the check mark []. NOTE: When selecting line items to be processed, only one refund can be processed at a time; multiple credit card refunds cannot be processed at the same time.

Step	Action
8.	Click the magnifying glass [] next to the “Refund Item Type” field to display a list of Refund Item Types.

Step	Action
9.	Click “Refund Credit Card – Student”.

Step	Action
10.	Click the magnifying glass [] next to the “Address Type” field to display a list of available Addresses. Click the appropriate Address.

Step	Action
11.	Click the “Post Refund” button [] to process the refund. NOTE: The “View Refund Check” section is for visualization purposes only. A check will not be generated.

Step	Action
12.	End of job aid.