Issue a refund
What you'll do
You will refund a card payment or reverse a cash entry from the student record. Refunds need the permission your school turns on for that staff role.
Open the student Payments tab
Find the student, open Payments, and locate the charge you need to undo. Card charges, guest payments, installments, and cash entries all show here with who recorded them.
Choose Refund
On a card charge, Refund sends the money back through Stripe or QuickBooks. On a cash or check entry, Reverse removes it from the balance and leaves an audit line that you took it off.
Confirm the amount
You can refund the full charge or a partial amount. The student balance updates immediately, and if a balance lock was holding their next drive, booking reopens when the balance hits zero.
Tell the family
A receipt goes to the payer automatically. If an assistant does not see Refund, the owner has that permission switched off for their role.
Tip
Partial refunds are the cleanest way to handle a dropped program. Leave the hours they already used billed, refund the rest.
Keep going
Next guide: take a card payment
Related guides
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