Quick Refunds

Short Video

To access your ShulSchool account, follow the steps below:

Login to your ShulCloud account as an Admin.
(anyone you want to have access to ShulSchool needs to have at least one admin permission)
Select the "?" in the menu bar.
Click on ShulSchool. Overview

Quick Refund is now a streamlined process that performs the same steps as a full manual refund — in just a fraction of the time. Refund an eligible payment in as few as two clicks directly from the Edit Payment screen.

⚠️ Note: Quick Refund is available only for online payments processed over an integrated gateway, except Paypal.

When Quick Refund Is Available

Quick Refund availability depends on the payment method type and timing.
When Quick Refund isn’t available, the Quick Refund button will appear disabled, and a short message will explain why.

Enabled
Disabled
Not Available

Supported Gateways for Quick Refund	Unsupported Gateways for Quick Refund
SIP	PayPal
Authorize.net	PayFast
Braintree	CardKnox
Stripe Standard	Beanstream/Bambora
USA ePay	Payway

Credit Card Payments

Quick Refund is available as long as the payment has not been fully refunded.
After 120 days from the original payment date, a warning message will appear since refunds may be declined by the card network.

Bank Account (ACH) Payments

Quick Refund is not available during the seven (7)-business-day holding period following the payment date.
After that period, it becomes available and remains so for up to 180 days after the payment date.
Beyond that window, refunds must be processed manually.

Partial Refunds

If a payment has already been partially refunded:

The Edit Payment screen will display both the amount previously refunded and the amount still available for refund next to the Quick Refund button.

Using Quick Refund

When Quick Refund is available and selected, a confirmation popup opens where the refund can be reviewed and completed.

Navigate to the Account for which a payment needs to be refunded.
Select Transactions from the Account Details Menu.
Select Edit for the payment.
Select Quick Refund if the action is available.
In the Quick Refund Popup, confirm the Refund Amount, the account name and the method. The system automatically sets the refund amount to the remaining refundable balance.
Select a Reversal Type from the drop-down list of types defined in My Lists.
- If a default reversal type has been set, it will be automatically selected.
- If not, a helpful tip will suggest setting one for faster future refunds.
- Note: Default reversal types are only available in the quick refunds feature.
Enter an optional note describing the reason for the refund.
Select Refund Now to complete the refund.
Once the refund is confirmed confirmed,
- The payment will be unapplied from any associated charges.
- A reversal will be created and processed through your payment provider.
- When processing is complete, click Close to return to the Edit Payment screen.
- The page will refresh automatically to display the completed reversal.