If an event is cancelled, a student moves, or a parent requests a reimbursement, authorized administrators can issue full or partial refunds for payments made through Edlio website forms.
How to issue a refund
In the CMS sidebar, select Forms.
Click the $ Payment Reports dropdown button and select Transactions (or access transactions directly from your Edlio Payments dashboard).
Locate the specific transaction by searching for the parent's name, email address, or transaction ID.
Click on the transaction row to open the transaction details modal.
Click the Issue Refund button.
Choose whether to issue a Full Refund or enter a custom amount for a Partial Refund.
Provide a reason for the refund for your school audit trail, then confirm the refund.
Refund processing timeline
Once confirmed, the refund is processed immediately through Edlio Payments. Depending on the cardholder's financial institution, the credited funds typically appear on the customer's bank or credit card statement within 5 to 10 business days.
đĄ Best-Practice Adoption Tip: When issuing a partial refund (e.g., deducting a $5 non-refundable bus deposit for a cancelled field trip), make a clear note in the refund reason box and follow up with a brief confirmation email to the parent. Clear notes prevent dispute inquiries and chargebacks with the cardholder's bank.
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