---
schema_version: "1"
id: 41bb97fb5bc737fb99749c3bf591a60d3c224a7fe37260cdb6440a30225b8051
title: Automate Refund Processing for Student Overpayments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_edu_automate_refund_processing_student_overpayment_refunds.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_automate_refund_processing_student_overpayment_refunds.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4798719de72686ceea00edc8362bbee7893ceb333613627aa5dacb8277dc4f05
description: Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance.
products:
  - Cross Cloud
release: "264"
---
# Automate Refund Processing for Student Overpayments

Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where the Education Cloud, Revenue Cloud Advanced, and Revenue Cloud Billing licenses are enabled.

**Who:** Advisors with Education Cloud Full Access, Billing Operations User, and Payment Operations User permission sets can use this feature. Students who have the Education Cloud for Experience Cloud and Billing Experience Cloud User permission sets can use this feature.

**How:** In Setup, find and select **Set Up Education Cloud**, and turn on **Set Up Student Financial Account Management**. To manage billing and payments settings, click **Configure Billing and Payments**.

#### See Also

- [_Salesforce Help_: Refund Management (can be outdated or unavailable during release preview)](https://help.salesforce.com/s/articleView?id=sfdo.ec_refund_management.htm&language=en_US)