You can adjust the price of a customer’s purchase by editing the purchase amount. If the order is already paid in full or the adjustment is greater than the remaining balance, a refund will be issued.
- Click People tab
- Search the customer’s name in the search bar
- Select the customer's name
- Select Order number
- Next to Item name, select Edit purchases from Actions drop-down menu
- Next to tuition price, click Edit
- Select Manually adjust price
- Reduce price by amount
- Click Continue to review screen
- Review changes
- Note: If the customer paid by cash or check and is due a refund, the organization must refund the amount manually by cash or check
- Click Submit
To issue a refund without editing the purchase price, see the help article Partial Refunds.