Transferring Bond & Recording Balance Refunded

⚠️ OWNA does not facilitate or process refunds to families! 

This guide is about applying a bond to settle outstanding fees and then recording that the bond (or any remaining credit) has been paid to the family through an external transaction.

➜ How to record Bond Returned 

💻 Billing > Family Transactions

1. Click on the Action button (on the right)
2. Select Add Transaction
3. Select Add Credit (from the Credit or Debit dropdown)
4. Enter the Bond Amount returning
5. Select Method of Payment/Credit "Other"
6. Enter a Transaction Description (e.g. Bond applied to Transactions)
7. Select Date (optional)
8. Click Add Transaction

💡 You will still need to process this transaction externally!

💻 Billing > Family Transactions

1. Click on the Action button (on the right)
2. Select Add Transaction
3. Select Add Debit (from the Credit or Debit dropdown)
4. Enter the Amount refunded
5. Enter a Transaction Description (e.g. Balance Refunded to Family via payment method)
6. Optional: Backdate to the same date as the payment
7. Click Add Transaction

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