Providers can mark a payment as either refunded or voided, depending on the situation. Here’s when to use each option:
Refund a payment if you gave the money back to the family.
Void a payment if it no longer applies, such as if you recorded it by mistake. This is recommended if you want to keep a record of the payment but no longer want it to apply to the student's balance.
Types of payments that can be voided
You can only void payments that were made and deposited outside of brightwheel, which are sometimes referred to as "offline payments" (e.g., cash payments).
You cannot void the following types of payments and they must be refunded:
Checks deposited through brightwheel
Payments made directly in brightwheel via credit/debit card, FSA or direct bank transfer
Void a payment
If the payment has already been applied to an invoice
Log in on the web
Go to Billing > Students
Click the student’s name
Go to All Transactions > Credits & Payments
Locate the payment, then click Actions > Void
If the payment has not been applied to an invoice
Log in on the web
Go to Billing > Students
Click the student’s name
Go to Current Activity > Available Credits & Payments
Locate the payment, then click Actions > Void
