How to Cancel a Program/How to Request a Refund via Invoice

In this video we're going to go over how to cancel a program and how to properly request a refund through the invoices. The first thing you're going to do is go to the program tab. Then you will check the box next to the program you are wanting to cancel. Select the "Remove Selected" icon. You will be taken to a screen where you will need to confirm the information is correct and you have selected the correct program and participant, then you're going to select continue. There will be a drop down list where you can select why that the member is cancelling from the program. Then you will click complete. The next step in this is now requesting the refund. When we're doing refund requests always make it very clear to the member that it takes 7 to 10 business days for the approval process to be completed, that you're not an approver, you're just a requester. To access the invoice head to the invoice tab, you'll go to the payment for the program that you had just canceled out, you'll select the request refund box, and then check the box next to the payment type and payment. Then select "Request Selected Items". In the next box you will see drop down option to either refund it to the original payment method or refund it as an account credit for later use. If the amount of the refund needs to be edited you ay do so in the "Refund Amount" box. If the amount needs to be paid by a different form- you would select the "Make Item(s) Due Again" to create a balance due on the account once refund is approved. Once all the information looks correct you Submit Request.

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Free/Reduced Lunch Add On

Quiz 3: Core Fundamentals II