We've made it painless to issue cancellations and refunds in the CourseStorm administration area. On this page, we discuss how to cancel and/or refund an individual registration, but we also make it simple to cancel an entire class and automatically issue refunds to the registered students. Learn more about canceling classes.
Find the Registration
From the admin area, the fastest way to find the registration in question is to use the search field in the top-right of the screen, type in the name of the student, select them from the list of results, and then click on their registration in the Recent Registrations list on their student record.
Alternatively, you can browse your list of all registrations by clicking Registrations in the admin menu and then click on the name of the student for the registration you'd like to refund.
You'll now be looking at the Registration screen. From here, you can see all information associated with the registration including payment info, the history of the transaction, and be able to issue cancellations and refunds.
Canceling & Refunding
It's useful to note that canceling and refunding are completely independent. You can refund a registration without canceling it and you can cancel it without refunding. You can even issue partial refunds. The choice is yours.
When can I refund?
Your ability to refund revolves around where the funds are located. For cash and check registrations that you've taken over the phone or through other means, canceling will be your only option since the funds for the registration are outside of the control of CourseStorm. The same is true for any registrations that have already been issued as a Payout. For all other registrations, however, refunding will be available.
Thankfully, our admin area makes it simple to tell what your options are: if refunding is available for a given registration, the screen will offer you a refund option. In the event that the registration is only available for cancellation, however, you will see a cancel option instead.
To cancel, select Actions > Cancel & refund... and we'll ask you to confirm your selection (along with the option to issue a partial refund or no refund at all).
In the event that you've chosen to issue a refund, the funds will be returned from escrow back to the customer's card and be displayed on their bank statement within 1-2 business days.
No matter if you're canceling a registration or just refunding it, we will send an automatic notification to the person who placed the registration.
If the registration you are working with uses a payment plan and all funds paid to date are being held in escrow, we will automatically handle refunds for you. If a payment plan is still in progress and you choose to cancel the registration, all future payments will be automatically cancelled as well.
In the event that any payments have been paid out from escrow to your program, we will automatically release all remaining funds to you so that you can issue your own refund.
When issuing a refund (either when canceling a registration or by itself), you will be given the opportunity to enter the amount of the refund. We will then automatically return this amount back to the customer's card. For more information, we have an excellent article detailing partial refunds as well.