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Automate student refunds when they drop courses, plan adjustments, or fees are reduced. Calculate the overpayment, post a credit memo against the original invoice, and automatically return the funds to the student’s original gateway payment method while maintaining a clear audit trail in the credit memo record.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses. |
| User Permissions Needed | |
|---|---|
| To create an invoice: | Education Cloud Full Access |
Create a negative invoice to issue refunds. Salesforce then converts the invoice to a credit memo. The credit memo triggers the refund orchestration process, which automatically initiates the refund to the original payment method. To issue refunds and settle balances, see Issue Refunds and Settle Balances.
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