If you want to return a credit amount to the payer, you can refund the credit when it originated from an online payment by following the steps below.
If the money does not need to be returned, but you still want to remove the credit from their current account balance, you can either:
Manually apply the credit to an unpaid invoice, or
Leave the credit so it automatically applies to future posted invoices
Note: If the credit was manually issued by the program as a standalone credit, it cannot be refunded and must either be applied to an unpaid invoice or voided.
Refund a credit added by a payer
If the credit was created from a payment made through brightwheel, issuing a refund will return the funds to the original payment method.
Log in on the web
Select Billing in the sidebar menu > Students > Select the student
Next to the credit, select Actions > Refund
Note: If you log a payment made outside of brightwheel (e.g., cash) and donât apply it to an invoice, a credit is created. Credits from "offline" payments canât be refunded in brightwheel, but you can mark them as refunded for records. However, the actual refund must be issued outside the platform
Refund program-issued credits
Program-issued credits cannot be refunded through brightwheel. Because credits issued by an admin and are not associated with an online payment method, any refunds to families must be handled outside the platform.