Giving a Refund through PaySafe

Giving a Refund through PaySafe

If the payment provider used by your School is PaySafe and you wish to give a parent/pupil a refund for a payment, this must be completed via PaySafe. This process contains two stages. 

1:- Processing a Withdrawal from the Wallet under Fees in SchoolsBuddy
2:- Giving the refund within the PaySafe Portal


Processing a Withdrawal from the Wallet in SchoolsBuddy

Users who have the 'Advanced Fee Admin' permission level can process a withdrawal from the wallet in SchoolsBuddy. 

1. Go to the 'Wallet Accounts Overview' tab under 'Fees'.   Search for the parent's wallet and click 'Withdrawal'.

2.  Enter a description and reference as appropriate.  Choose the amount you'd like to withdraw and click 'Withdraw'.  You will then need to process the refund through the original payment method.


Giving the Refund through PaySafe

First, find the transaction ID in SchoolsBuddy.  

1. Click on Fees > Student Accounts Overview & search for the student name.  Click the 'View Transactions' button on the right.

2. Adjust the date filter as required and click 'Show Related Transactions'.  Copy the PaySafe transaction ID.

3. Log into your School PaySafe account using the information used when registering. 

Log into your PaySafe portal by clicking here

4. When you have logged into PaySafe navigate to the Reports tab and then ensure you are on 'Activity Report':
  • First ensure you select the required 'quick' date range, or pick the dates manually
  • Then paste or type the PaySafe reference from SchoolsBuddy into the search field on the top right-hand side, and click Go

5. On the next screen, showing details of the 'Settlement', scroll to the bottom of the page and click on the green plus sign to 'apply credit':

6. Next add in a reference ID number in the pop up 'Process Credit' window, and check the value is correct as required. Then click Submit.

7. Now the payment has been refunded in PaySafe, if you have not yet processed a withdrawal from the Wallet in the Fees tab in SchoolsBuddy, go back to part 1. Or click here to learn how to do this in SchoolsBuddyIf this is not done, any related Reports will be affected.