Mission Trip Refunds are added, processed, and applied by enrollment, so you start from the enrollment you're refunding.

Start the refund

1. From the left menu, go to Mission Trips > Enrollments.
2. Open the enrollment you want to refund with its green open icon.
3. Choose the Payments & Refunds tab.
4. In the Enrollment Refunds section, click Add A New Refund.

In the pop-up, fill in the Contact Who Was Refunded, the Refund Date, and the Amount Refunded (all required), then click Add Refund & Enter Details to open the full refund.

Enter the refund details

On the Refund Details page you can fill in:

• Refund Date and Contact Refunded (both required) - carried over from the previous step; change them here if you need to.
• Refund Status - Paid if you've sent the money back, Outstanding if you haven't yet, or On Hold.
• Amount Refunded (required).
• Refund Method - how you sent the money back, such as cash or check.
• Check/Reference Number, Refund Category, and a Refund Description/Reason.

If you posted the original payment to the General Journal, turn on Add This Refund To The General Journal and choose the same Fund, Deposit account, and Chart of Accounts account you used for the payment, so the reversal lines up.

Click Save All Changes & Continue or Save All Changes & Exit. You can also add files and notes to the refund from its Files and Notes tabs.