---
schema_version: "1"
id: 7a403b3c353d82856247212fd57a85f9164c3806418078bcb270caa3ece9a8f9
title: Issue Refunds
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_issue_refunds.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_issue_refunds.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc97857251f5ca08dde0ac9ffb47c2c8cffe1e049e63eae8557d77290fc35e38
description: 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.
products:
  - Education
release: "264"
---
# Issue Refunds

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud, <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;language=en_US&amp;type=5#revenue_licenses_areas_and_features__billing_features_by_license" target="_blank">Revenue Cloud Advanced, and the Revenue Cloud Billing licenses</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d129807e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129807e76 ">To create an invoice:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129807e76 ">Education Cloud Full Access</td>

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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](https://help.salesforce.com/s/articleView?id=ind.billing_refund_orchestration.htm&language=en_US).