Customizing a refund charge

To customize refund charges for specific activities, daycare programs, membership packages, or POS products, use refund charge overrides.

1. Choose one of the following:

• Customize a refund charge for an activity.

  1. Go to Administration > Registration Settings > Activities.

  2. Search for and select the activity that you want to modify.

• Customize a refund charge for a daycare program.

  1. Go to Administration > Daycare Settings > Programs.

  2. Search for and select the daycare program that you want to modify.

• Customize a refund charge for a membership package.

  1. Go to Administration > Membership Settings > Packages.

  2. Search for and select the membership package that you want to modify.

• Customize a refund charge for a POS product.

  1. Go to Administration > POS Settings > Products.

  2. Search for and select the POS product that you want to modify.

2. Click Change Refund Charge.

3. Enter a Description for the refund charge.

4. Select the General Ledger Account that you want to credit the refund charge to.

5. Enter one of the following types of refunds:

• Fixed Amount

• Percentage of Charges

• Percentage of Amount Paid

Note: The Percentage of Charges refund includes only fees related to the actual activity, program or product, while the Percentage of Amount Paid includes the customer's total payment.

6. If the advanced refund charge feature is enabled in your organization, you can optionally override the advanced refund charge system level settings at activity or membership package level.

7. Click Save.

Related topics

Adding or modifying a charge

Adding or modifying a GL account