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Must know
  • Refund only (keep items active) is the tool for tuition: it returns money without cancelling enrollments or registrations. It needs a positive amount and never touches tier or recurring state.
  • Cancel & refund instead cancels the line and its registration, and can refund $0.00 to cancel without refunding.
  • Rate-card tuition lines get a $ / Minutes toggle no other line has. Minutes convert at the line’s per-minute rate — its monthly share ÷ 4 weeks ÷ the program’s weekly minutes.
  • Destinations are Original payment method or Record cash refund (handled outside the platform); record-only moves no funds through Uplifter and skips refund caps and balance checks. On an invoice both stay selectable; a drop or session cancellation picks cash when there’s no original method.
  • Refunding needs permission to edit financials. Rate cards are available on plans that include Rate Cards — if you don’t see them under Settings → Financials, ask your Uplifter contact.
1

Select the tuition lines

Open the family’s invoice, start the cancel/refund flow, and tick the per-class tuition lines. Each shows Max $X — that line’s own amount after discounts, which is the most you can enter. It is not reduced by credits already issued on that line, so check the refund history first. The invoice total still can’t exceed what’s been paid, less earlier refunds.
2

Switch to Refund only

Choose Refund only (keep items active). Optionally book it to a goodwill bucket (Promo, Scholarship, Employee, Goodwill) rather than reversing each line’s category.
3

Enter the amount and confirm

Type dollars, or flip the row to Minutes — the dollar equivalent appears below. Check the Total refund, choose the destination under Refund to, then confirm.
Dropping an athlete or cancelling a session. The per-athlete Cancel action on a program’s Athletes tab can include a refund: the enrollment ends, and the refund runs separately against the current-cycle tuition line. Cancelling a session issues per-athlete session credits for that session’s minutes instead, leaving enrollment and tier untouched — you enter the tuition credit; tax and fees follow. One caveat. A refund-only credit leaves the tuition line active, so it still counts as paid this cycle and never changes the tier or a later mid-cycle upgrade — a refund that cancels the line does. To change what’s billed forward, change the enrollment, schedule, or tiers. Related: How does rate-card billing charge families? · How do I refund a customer on a paid invoice?