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How do I refund a Credit back to the original payment method?

[For Admins + Billing Only Role]

Audrey avatar
Written by Audrey
Updated over a week ago

You can refund a Credit if it was added to the student's account as a result of a guardian's one-time online payment and if it hasn't been applied to an invoice.

If you refund a Credit, it will return the amount back to the original online payment method. This resource outlines how to refund this type of Credit.

Note: If you, the administrator, issued a standalone Credits manually to a student's billing profile, this cannot be refunded in brightwheel since it is not linked to an online payment method.

In this case, we recommend you use up the standalone Credit by applying it to any unpaid invoices. If you need further assistance with manually issued Credits, please contact Support.


Refund a Credit added by a payer

You can refund a Credit amount that resulted from an online or offline (e.g. via cash, venmo, etc.) payment by taking the steps below:

  1. Log in on the web

  2. Select Billing in the sidebar menu > Students > Select the student

  3. Next to the Credit, select Actions > Refund

🚩 Please note, unlike online payments, Credits resulting from offline payments can't be processed through brightwheel because offline payments are not linked to digital payment methods. You can still mark the Credit as refunded in brightwheel, but you'll need to issue the refund directly to the payer outside of brightwheel.

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