> For the complete documentation index, see [llms.txt](https://info.edusuite.asia/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/or-formatting.md).
# Refund Settings
This page allows you to configure refund rates for students based on specific terms, programs, and conditions.
## Access and Navigation
You can access **Refund Settings** by navigating to **Finance > Finance Setup > Refund Settings**
Check the privilege assigned to your user account or role if you cannot view a link from the list.
{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
{% endhint %}
## Create a New Refund Plan
To create a new refund plan:
* Select the Term - Use the term selector at the upper-left corner of the page to choose the term where the refund plan will apply
* Click **New Refund Plan** located at the upper-right corner of the page
* Fill out the Details in the pop-up form:
* **Name**: The name of the refund plan
* **Rank**: Determines the priority of the refund plan. Must be unique. A lower rank number (e.g., Rank 1) has higher priority
* **Refund Rate**: The rate used to calculate the tuition refund. The calculation takes effect at midnight (Philippine time)
* **Applicable Dates**: Set the start and end dates for the plan’s validity
* **Rate**: The percentage of the tuition to be refunded.
* **Applies To**: Specifies which students are covered by the refund plan. All criteria must match for a student to qualify:
* **All**: Applies to all students
* **Student Starting Term**: Applies to students starting in the selected term
* **Program**: Applies to students enrolled in the specified program
* Click **Save Changes** to create the plan
## Edit a Refund Plan
To edit an existing refund plan:
* Hover over the refund plan you want to modify, then click the **Pencil** icon
* Update the necessary details in the pop-up window
* Click **Save Changes** to apply your updates
## Delete a Refund Plan
To delete a refund plan:
* Hover over the refund plan you wish to remove, then click the **Trash Bin** icon
* Confirm the deletion when prompted
