How do I refund a customer that paid through Studio Pro Merchant Services?

To refund a customer in Studio Pro Merchant Services, start by going to your Payments Console under More > Merchant Services.

Find the transaction that you want to refund, click the “…" and select "Refund this transaction"

You will then choose how much you want to refund and add any special notes about the refund. Once you are done click “Refund this transaction”

When you issue a refund through Studio Pro Merchant Services you will now be asked if that refund should be applied to the student journal where applicable.

Follow the instructions on the refund page to do one of the following options:

1. Post refund transactions and reverse the posted fees

2. Post refund transactions

3. Delete or edit the payment transactions and reverse the posted fees

4. Delete or edit the payment transactions

5. Do not change the student balance

Option #1 - Post refund transactions and reverse the posted fees

This is what your transaction on the student's Journal History should look like before the refund is processed:

With this option selected, it will keep the original charge and payment on the student account. Once the refund is processed, it will add debit (Refund Applied) and Non-Revenue Credit (Refund Reversal) onto the account.

This is what it should look like after you select the Post refund transactions and reverse the posted fees option. 

Option #2 - Post refund transactions

This is what your transaction on the student's Journal History should look like before the refund is processed:

With this option selected, it will keep the original charge and payment on the student account. Once the refund is processed, it will only add a debit (Refund Applied) onto the account.

This option is useful for the times that this fee is still valid and due to be collected (parent paid using the wrong credit card or will be paying in person by cash/check). 

This is what it should look like after you select the Post refund transactions option. 

Option #3 - Delete or edit the payment transactions and reverse the posted fees

This is what your transaction on the student's Journal History should look like before the refund is processed:

With this option selected, it will keep the original charge and remove the payment on the student account. The original payment would be replaced with a Non-Revenue Credit (Refund Fee Reversal).

This is what it should look like after you select the Delete or edit the payment transactions and reverse the posted fees option. 

Option 4: Delete or edit the payment transactions

This is what your transaction on the student's Journal History should look like before the refund is processed:

With this option selected, it will keep the original charge and remove the payment on the account. 

This is what it should look like after you select the Delete or edit the payment transactions option. 

Option #5 - Do not change the student balance

This is what your transaction on the student's Journal History should look like before the refund is processed:

With this option selected, it will only process the refund. It will not make any changes to the student's Journal History. 

This is what it should look like after you select the Do not change the student balance option. 

If you go back to the Payment Console where all your transactions are listed, you will see the icon that represents that it has successfully been refunded.

Also, if you click the transaction amount the refund will show at the bottom with the refund notes and the user that processed it.