How to Process a Refund for a Pupil
This guide explains how to add a refund to a pupil's account. The process is similar to adding a payment, but with one important difference.
⚠️ Important Note for Adyen Payments
If the original payment was made through the built-in payment processing system (via Adyen), you can choose to request a refund by emailing our support team.
Email: support@totaldrive.co.uk
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Step-by-Step Instructions
Step 1: Open the Pupil's Payments Tab
Open the pupil's profile.
Select the Payments tab.
Tap the + button (see screenshot below).
Step 2: Change to "Expense/Refund"
Locate the "Income" field.
Change it to "Expense/Refund".
Step 3: Complete and Save the Refund
Complete the remainder of the form:
Amount – enter the refund amount
Time – enter the equivalent time in minutes or hours
Tap Save (tick)at the top right of the screen.
Please note the option to send receipt as an email to the pupil, if you wish to do so, please ensure the you have the pupil's email in their profile
Need Help?
If you encounter any issues or need further assistance, please contact our support team:
? Email: support@totaldrive.co.uk