If a credit was issued by mistake or no longer applies, you can refund it only if it came from a guardian’s online payment and hasn’t been applied to an invoice. Refunding it sends the amount back to the original payment method.
If you manually issued a standalone credit, you can't refund it directly and must either apply it to any unpaid invoices or void. Then issue any needed refund outside of brightwheel. Program-issued credits can’t be refunded in brightwheel since they aren’t linked to an online payment method.
Refund a credit added by a payer
You can refund a credit amount back to the payer that resulted from an online payment by taking the steps below.
Log in on the web
Select Billing in the sidebar menu > Students > Select the student
Next to the credit, select Actions > Refund
🚩 Please note, unlike online payments made in brightwheel, credits resulting from payments made outside of brightwheel can't be processed through brightwheel because these payments are not linked to digital payment methods in brightwheel. These payment types are often referred to as "offline payments." You can still mark the credit as refunded in brightwheel, but you'll need to issue the refund to the payer outside of brightwheel.
Refund program-issued credits
If you manually issued a credit to a student’s account, it must be refunded outside of brightwheel. As long as the credit hasn’t been applied to an invoice, you can void it to remove it from the student’s brightwheel account balance.