When a Credit Request needs to be cancelled or a Client needs money returned to them, TutorCruncher gives you two options depending on whether the Credit Request has been paid. Unpaid Credit Requests can be deleted outright. Paid Credit Requests can be voided (cancelled in full) or adjusted (reduced in amount), with any overpayment refunded to the Client.
Deleting an Unpaid Credit Request
If a Credit Request has not yet been paid, you can delete it entirely.
Navigate to Accounting > Raised Credit Requests and open the relevant Credit Request.
Click the Actions dropdown and select Delete.
Confirm the deletion in the modal that appears.
The Credit Request will be removed and no refund is necessary as no payment was taken.
Deleting an unpaid Credit Request.
Adjusting/Refunding a Paid Credit Request
Once a Credit Request has been paid (in full or in part), the Actions button is replaced with an Adjust/Refund Credit Request button instead. Clicking it opens a modal with two options.
The Adjust/Refund Credit Request button.
The Adjust/Refund Credit Request pop-up.
Void
Choosing Void cancels the Credit Request in full. The Credit Request status will change to Void.
If the payment was made by card, a Refund payment checkbox will appear. Tick this to refund the amount back to the original card. If you leave it unticked, the money will remain as credit on the Client's Balance in TutorCruncher.
If the payment was made by Stripe bank transfer, the refund is automatic and the checkbox will be pre-ticked and cannot be changed.
If the payment was made offline (for example, cash or a bank transfer arranged outside TutorCruncher), ticking the checkbox will not trigger an automatic refund. The money will remain on the Client's Balance and you will need to return the funds to the Client outside of the system.
Voiding the entire Credit Request.
Adjust/Refund
Choosing Adjust lets you reduce the Credit Request total rather than cancelling it outright. You can lower the amount on one or more line items. The difference between the original total and the new reduced total will be refunded to the Client.
Note: You cannot reduce the total below the amount already paid by non-card methods, as that money has already been credited to the Client's Balance. You also cannot reduce the total to zero using Adjust - use Void instead.
Adjusting/Refunding part of the Credit Request.