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

1.

Click on [] then [] and navigate toStudent Financials -> Refunds -> Student Refund

2.

Verify that the “Business Unit” field = “SDCCD”

Click the “Search” button [

Open

].

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.

4.

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

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.

6.

Click on “C Credit Card”.

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.

8.

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

9.

Click “Refund Credit Card – Student”.

10.

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

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.

12.

End of job aid.