Envibe: How to refund to voucher for a student leaving class

Envibe: How to refund to voucher for a student leaving class

Question

How do I process a credit to voucher when a student is leaving class?


Answer

In the scenario where a student wishes to discontinue their enrolment, if enabled within the policy users may have the option to refund to a Voucher.

Note: This will only be available as an option if Voucher is enabled as an Allowed Refund Tender Type within the Policy

To process a leave of a student’s enrolment:

1.  Navigate to the Enrolment Overview screen
2.  Click Stay in
3.  Click the Leave action




4. Select the Last Session date. NOTE: If the course enrolment is being paid via direct debit, it is recommended that the last session coincide with the final billing anniversary.
5. Select the Leave Reason,
6. Click SELECT




7.  The default is to refund any applicable pro-rata. Click on the tile to adjust the credit type if no refund is applicable or approved.





8.  Apply a cancellation fee if applicable
9.  Click REFUND
10. Select the VOUCHER tender type
11. Enter Voucher Number. If the contact already has a voucher this can be entered here, if not add a new Voucher number
12. Select applicable Voucher Type, add new if necessary, e.g. Swim School Voucher
13. Click Next
14. Review voucher expiry




15. Click FINISH
16. Input the refund Balance
17. Add a Note




18.  Click REFUND
19.  This Voucher will then sit behind the contact’s Voucher tile