# Request a refund review

Source-reviewed step-by-step lesson. Instructional slides, not a recording of a completed live action.

## Step 1

Open Billing & Payments → Billing & invoices and select the exact school and family.

## Step 2

Review the original successful payment, linked invoice, ledger and any prior refund.

## Step 3

Gather the approved reason and intended refund amount; the amount must be supported by the remaining refundable payment.

## Step 4

Directors without refund approval authority select Request Refund Approval. Review the exact family, payment, amount and reason before submitting the request.

## Step 5

Retain the request result and follow its review status. A submitted request does not mean money has been refunded.

## Step 6

After authorized processing, verify the provider refund status and local ledger before telling the family it is complete.

## Verify the result

Request status and completed refund status are distinguished.

[Related guide](../guides/43-request-a-refund-review.md)