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How to refund fees
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Refund Policy: Please be aware that Funnel cannot directly process refunds for payments made through our platform. We understand that refunding payments is a crucial aspect of managing transactions, and we want to ensure a smooth process for you and your prospective families.

We highly recommend consulting with your internal finance department or the appropriate team within your school to confirm the correct procedure for handling refunds according to your school's policies and systems.

To initiate refunds for payments made via Funnel forms, we recommend following these steps:

    1. Access your Funnel account and navigate to the form for which a refund is needed.

    2. Export the lead associated with the payment to your Student Information System (SIS). This ensures that you have accurate and updated records.

  1. Initiate a refund from your SIS.

    1. Once the lead is in your SIS, locate the payment record.

    2. Follow the established refund process within your SIS to initiate the refund. This may involve accessing the payment record and issuing the refund through your SIS's refund functionality.

  2. Communicate with parents.

    1. As part of the refund process, we recommend keeping open communication with the parents involved. Notify them of the refund initiation and provide any necessary details or timelines.

Should you encounter any challenges or require assistance during the refund process, please do not hesitate to reach out to our dedicated support team. We are here to help and provide the support you need.

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