Beacon guide · 6 steps
Record programme payments credits and refunds
Keep programme charges and money movements consistent.
Before you begin
Use the office account and the correct programme invoice.
Step by step
- Open Activities and the Payments tab.
- Select the payment request and review its amount, balance and money already received.
- Choose Record money received only for a real payment; enter date, method and reference.
- Use Issue credit to reduce a charge with a recorded reason.
- Use Record refund already sent only after returning the money through the bank or provider.
- For a held deposit, review the permitted balance and target before applying it; reopen the account to check the result.
Check the result
The payment request and account history show the actual change.
A useful check
A credit reduces a charge. A refund returns money. The record must match the action that really happened.
If the result is different, check the account and school first, then contact the team with the task and error wording.