Reverse a Student Refund by ID
Purpose: Use this document as a reference for reversing refunds for a specific student or organization in ctcLink.
Audience: Student Financials staff.
You must have at least one of these local college managed security roles:
- ZZ SF Payment Reversals
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
- Student refund reversals require communication with Accounts Payable staff to ensure accounting is adjusted to reflect the reversal.
- Refunds should only be reversed when the student has not received the funds.
- Examples include (but not limited to) a BankMobile Reversal/Time-Out or a stale check.
Navigation: Student Financials > Refunds > Reverse and Cancel Refunds > Student Refunds by ID
- The Student Refunds By ID search page displays.
- Enter the Business Unit.
- Enter or search for the Student ID.
- Select the Search button and the Student Refunds by ID page displays.
- Identify the refund you wish to reverse. Note its Status.
- Optional: You may select the Refund Detail hyperlink or the the Check / Voucher Info hyperlink (if processed via AP) to find more detail on the refund line.
- Select the Reverse button next to the refund you want to reverse.
- The Status changes to "Reversed". The Reverse button is now grayed out.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Reverse Student Refund by ID. This link will open in a new tab/window.
Fernando
If a refund was reversed in error what would be the best process to 'Reverse a Reversal'
Alec Risk
Hello,
Please submit a ticket and we would be happy to assist you with this as there will be some clean up needed. Refunds should only ever be reversed if it was sent by error or the funds were returned to the college.