Overview

This functionality allows the user to generate refund for students in a simple process.

A "Refund" button will be added to the Transaction Order record page. When pressed, it will initiate a screen flow to guide the user through the refund process.

There are 2 types of refund:

1. Refund as credit note
   • A transaction order with a negative transaction line item will be created. 
   • A new transaction payment (credit note) will be created.
2. Refunded via bank transfer or cheque
   • A transaction order with a negative line item to be created. 

Example: Refund $500 for the Transaction Order - TRO-00001

Before refund

Balance: $0

Use Case 1: After refund (Credit Note)

Balance: $500 (from the credit note)

Use Case 2: After refund (Cash)

Balance: $0 (from the credit note)

What's Included

Flow:

A screen flow to guide the user through the refund process.

Quick Action:

The package comes with 2 quick action buttons that can be used as a global action button and standard button at the record page.