How to Process a Refund

When a family is due money back that they had previously paid, Kangarootime makes the process of refunding payments quick and easy! The refund will go directly back to the payers' original payment method in a few simple steps.

How to Process a Refund

1. Click Families
2. Click Accounts
3. Find and select the account that needs a refund
4. Click Billing
5. Via the Billing History page, click on the payment that should be refunded
6. Click Refund Payment
7. Enter the Refund Amount and optional Refund Reason
8. Click Refund Payment
9. Opt to add the refund credit or not:
   1. Clicking Yes will add a debit (charge) of the refund amount back on the account.
   2. Clicking No, add refund credit will prompt the system to automatically create the credit for the amount of the refund as soon as the refund has been processed
10. Optional: Once the refund has been processed, click the Receipt button to download the receipt

Note: ACH payments have a six day refund block from the original payment date to allow time for the payment to settle before processing refunds.

When performing a refund, you can process either a full refund (including the service fee) or a partial refund. The system will automatically log the transaction, which will appear on the History page and within the Payment record, which will display the following:

• Date the refund was requested
• Total amount of refund
• The payment method the payment in question was refunded to
• Status of Refund
• The user who processed the refund
• Refund reason

The refund transaction will roll up into the next invoice, or you have the option to send a manual bill with the refund transaction included if you so choose. 

Permissions: In order to process a refund, the user will need to have Payments and Itemized Bills - Delete permissions. 

Please contact helpdesk@kangarootime.com if you have any questions!