How To Reverse a Payment on Your School Portal | Scribe

    How To Reverse a Payment on Your School Portal

    • SchoolFocus EdTech Solutions |
    • 12 steps |
    • 54 seconds
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    Note that for payments made via the fees wallet method, reversal is possible only if that particular payment is yet to be settled/paid-out into the school's bank account(s).\ Also, for fees wallet payments, you can only do a complete reversal of the payment made (and not part reversal).
    1
    Log in to your school portal as admin or accountant.
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    NOTE:\ Your portal account need to have the access privilege to reverse transactions. If not, then contact your super admin to grant you the access, or handle such required reversal.
    2
    Click the "FINANCE" menu group
    3
    Click the "Fees / Bursary" menu
    4
    Click the "Invoices / Payment Collection" sub-menu
    5
    Load the specific list of invoices you want to view
    6
    Find the invoice with the payment you wish to reverse and click to view the invoice
    7
    Scroll down to the Transaction History section of the invoice. \ \ Hover your mouse pointer (or click) on the particular transaction you want to revert. If it is a manually recorded transaction and you have the privilege for transaction reversal, you will see a back "arrow" on the right-end of the record as shown in the image below.\ \ Click the small arrow to start a reversal.
    8
    Click to select the type of reversal - "Complete Reversal" or "Part Reversal".\ If part reversal, hen input the amount you want to reverse.
    9
    Provide the "Reason for Reversal"
    10
    Click "Reverse Transaction"
    11
    In the confirmation box, click "Yes. Go On."
    12
    Upon successful reversal, you will see it reflect instantly on the invoice.\ \ Note that for records purpose, transaction reversals are logged and visible on the invoice involved.