How To Refund a Payment in Operoo

For Community and Group Editions

Administrators can now record refunds in Operoo after a payment has been made using the Payment Request, this is particularly useful to note if a refund has been given, for example an event or trip does not take place and parents need to be refunded, or a student is no longer able to attend and requires a refund.

PLEASE NOTE: Recording a refund in Operoo, does not refund the money via Stripe. The refund must be actioned in Stripe.

To record a refund in Operoo: 

1. Locate the eForm response required via the Administrator Form Library (Table View) or the home screen (Card View) (in this example we are going to access the eForm response via the Card View).

2. Click on Manage Payments on the Payment Question of the response

3. Select Payment Method 'Refund' from the drop down menu

4. Enter the amount to be refund and any required notes

5. Click 'Add payment/refund/waiver

6. You will now see the refund amount and notes against the payment on the form response

PLEASE NOTE: Recording a refund in Operoo, does not refund the money via Stripe. The refund must be actioned in Stripe.

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