Issue bulk program credits and refunds
Select programs, review each client’s eligible amount, and choose account credit or a refund.
- 1
Choose the programs
Open Programs, then Bulk credits from a program, or open the bulk credits page. Choose specific programs or the filtered group. Review the status and Type, City, Location and Program filters, including selections retained outside the current filters.
- 2
Set the amount and destination
Choose client account credit for a future purchase, or a refund to the original payment method. Enter a percentage or an amount per registration and a reason. Amounts include applicable taxes and cannot exceed the eligible paid amount remaining. A fixed amount applies to each registration, not once to the whole selection.
- 3
Review before confirming
Choose whether to also unenroll participants: this cancels only registrations included in the issued credit notes, even for a partial credit. Otherwise registrations stay active. Click Review amounts, inspect the clients, documents, exclusions and totals, then confirm the displayed operation. This operation sends no email; communicate the change to families separately.
- 4
Check the saved result
Open the issued credit notes and check the result. If refunds remain, reopen the saved operation and use Resume refunds. For a result marked for review, check the payment before taking another action; do not start a second operation to compensate for an uncertain response.