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Refund a credit

[For Admins + Billing Only Role] Learn how to refund credits back to families.

Written by Audrey
Updated this week

Credits can be refunded in brightwheel only if they originated from an online payment made by the payer. Refunding the credit returns the funds to the payer’s original payment method.


How credit refunds work

How a credit can be refunded depends on how the credit was created.

Credit type

What can be done

Steps

Credit created from a family payment

Credits resulting from online payments can be refunded in brightwheel to return the money to the payer.

Follow refund steps.

Standalone credit issued by an Admin

Manually issued credits cannot be refunded through brightwheel because they are not tied to an online payment method.

To return money to the family, the refund must be processed outside of brightwheel.

Since this credit type can't be refunded, you can leave it until it automatically applies to future invoices. Or you can:

  • Void (often used if it was issued by mistake)

  • Apply it to an unpaid invoice immediatly


Refund a credit added by a payer

If the credit came from an online payment in brightwheel, you can refund that payment to return the funds to the original payment method and resolve the outstanding credit on the account.

  1. Log in on the web

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

  3. Click Available credits & payments

  4. Next to the credit, select Actions > Refund

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