Reversing Refunds

This section provides an overview of refund reversals and discusses:

• Reversing Student Refunds by ID

• Reversing Student Refunds by Date

• Reversing Organization Refunds by ID

• Reversing Organization Refunds by Date

Understanding Refund Reversals

First, you reverse the refund within Student Financials, effectively unposting the refund from the recipient's account.

If you originally created the reversed refund using the accounts payable method, you must notify your accounts payable department so they can reverse the associated refund record within PeopleSoft Payables.

Credit card refund reversals are possible only during certain stages of the refunding process. You can reverse a credit card refund after its original creation and after you run the ePayment Refunds process. When reversing a credit card refund, you need only reverse it within Student Financials. However, after you submit the credit to the third-party credit card processing vendor, you can no longer reverse the credit card refund.

Pages Used to Reverse Refunds

Page Name	Definition Name	Navigation	Usage
Student Refunds by ID	REFUND_REV_STU_SF	Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Student Refunds by ID	Reverse refunds for a specific student.
Student Refunds by Date	REFUND_REVERSE_SF	Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Student Refunds by Date	Reverse student refunds for a specific date.
Corporate Refunds by ID	REFUND_REV_ORG	Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Corporate Refunds by ID	Reverse refunds for a specific organization.
Corporate Refunds by Date	REFUND_REV_ORG_SF	Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Corporate Refunds by Date	Reverse organization refunds for a specific organization.

Reversing Student Refunds by ID

Access the Student Refunds by ID page (Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Student Refunds by ID).

Field or Control	Description
Academic Information	Click to access the Academic Information page.
Status	The values that appear on this page are AP Interface Created, Credit Pending, Declined, and Posted.
Check/Voucher Info	Click to view information regarding the check or voucher associated with this refund. If you completed this refund using the PeopleSoft Payables interface, this link accesses the Detail Refund AP Information page.
Refund Detail	Click to access the Detail Refund Information by Student page.
Reverse	Click this button next to the refund that you want to reverse.

Reversing Student Refunds by Date

Access the Student Refunds by Date page (Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Student Refunds by Date).

Aside from displaying refunds by date instead of student ID, this page is identical to the Student Refunds by ID page.

Reversing Organization Refunds by ID

Access the Corporate Refunds by ID page (Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Corporate Refunds by ID).

Aside from displaying organization refunds instead of student refunds, this page is identical to the Student Refunds By ID page.

Reversing Organization Refunds by Date

Access the Corporate Refunds by Date page (Student Financials, and then Refunds, and then Reverse and Cancel Refunds, and then Corporate Refunds by Date).

Aside from displaying organization refunds by date instead of by ID, this page is identical to the Student Refunds By ID page.