Partial Refund of Package Balance

When a student has decided to discontinue flying and requests a refund of their remaining package balance, there are just a few steps to take within FSP depending on how you are planning to disburse those remaining funds.

If you are planning to disburse via cash or check, you'll simply want to inactivate the student's package in FSP.  This can be done by clicking Billing on the left side of your screen:

Next, click on the Packages Tab:

Now, locate the student in your packages list, then select Actions>Remove from Package:

Once this is done, they will be marked as inactive on the package and you may choose to write a check for the remaining balance, or pay out in cash.  The Package Balance column will show you the unused funds on the package so you will know how much to disburse.  Be sure the student does not owe any money for their package enrollment by checking the Amount Owed column.

If the student paid for the package on their credit card, after conducting the inactivation, you may locate the package invoice and process a return for the unused funds.  First, go to the student's profile and select Transactions:

Next locate the invoice used to pay for the package, then select Actions>Return/Refund:

Next, select the pen icon next to the line item:

Next, enter a quantity (decimals can be used) to match as close as possible to the remaining package balance (Note: Limit of two decimal places) and save:

Select "Return" and proceed with returning the funds to a credit card:

Note: At this time, returns are not able to be done by amount, only by quantity.  If there are still funds to reimburse after the return because you were not able to get an exact quantity match, the best practice would be to issue a credit memo for the remaining balance and move those package funds over to the student's account.  At your discretion, you may decide to issue a debit memo and disburse the funds using an alternate form of payment.  For information on issuing credit and debit memos, we invite you to view our Help Center Article Working with Credit and Debit Memos.