Refund or correct a bill

Which one do I use?

• A payment was entered wrongly: open the bill on Fee bills and select Reverse beside the payment. The balance goes back up. Then record the correct payment.
• A bill is too high and some of it should be waived: use Correct a bill. Send a request, then someone with approval rights approves it.
• A bill was made by mistake and has no payments: open it on Fee bills and select Void invoice.
• A bill has payments and must be cancelled: reverse the payments first, then void it.
• One bill needs a quick discount: use Apply a concession inside the bill on Fee bills.
• A student is leaving: use Refunds when leaving. It sets the deposit against what they owe.
• A deposit should be returned without a withdrawal: use Security deposits and select Refund.

Correct a bill with approval

1. Open Fees → Correct a bill and select Add adjustment.
2. Find the invoice, choose Fixed amount or Percentage, enter the value and the Reason.
3. Select Send for approval.
4. A person with approval rights opens the Waiting tab and selects Approve.
5. Check the bill: its balance is lower, and the request now shows on the Applied tab.