Introducing Refund Notes!
By Enrollio Team
Ever looked back at a refund from three months ago and wondered exactly why it was issued? We know how important clear record-keeping is for your studio's finances, and "mystery" refunds are a headache you don't need.
What's New
You can now add a specific note to every refund you process in Enrollio. Whether it was a duplicate charge, a special student circumstance, or a cancelled class, you can now document the "why" right when you issue the money back.
How to Use
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Find the Transaction — Go to a student's profile and select the Payments tab.
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Issue Refund — Click the Refund button on a specific charge.
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Leave a Note — Choose full or partial refund and type your reason in the new "Reason / Note" field.
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View Later — You can now see these notes directly in the "Note" column of the student's transaction history at any time.
This update is all about making your end-of-month reconciliation faster and more transparent!