When refunding from a credit balance, only a full refund is allowed. There are no options for refunding a partial amount while retaining the rest of the funds for your organization.

To work around this, there are two options:
  • Create a "dummy" season and session for new registration to consume the part of the credit balance
  • Edit an existing registration to add a session option to create a new balance and apply the credit to pay for it
Create new registration:

First, create a new season by following the steps in Create a Season. Make an internal‑only session and price it according to the funds you need to keep from the credit balance. Then, follow these steps to apply the credit balance and refund the rest back to the customer.
  1. From People tab, search for participant's record
  2. Click participant name to their family account
  3. Click Register at top right
  4. Choose participant to register
  5. Select "dummy" season created earlier and Continue
  6. Select "dummy" session created earlier and Continue
  7. Continue completing the registration form
  8. Under Payment method click Credit Balance 
  9. Click Complete order
  10. Process refund from credit balance as normal
Edit existing registration:
  1. Create a session option and make it internal only
  2. Add the internal session option to existing order
  3. Pay by credit balance, see the article How to Use Credit Balance on Admin site
  4. Refund the rest from credit balance