Automate student refunds when they drop courses, plan adjustments, or fees are reduced.
Calculate the overpayment, post a credit memo against the original invoice, and automatically
return the funds to the student’s original gateway payment method while maintaining a clear
audit trail in the credit memo record.
Required Editions
| User Permissions Needed |
| To create an invoice: |
Education Cloud Full Access |
Create a negative invoice to issue refunds. Salesforce then converts the invoice to a credit
memo. The credit memo triggers the refund orchestration process, which automatically initiates
the refund to the original payment method. To issue refunds and settle balances, see Issue Refunds and Settle Balances.
