Refund Settings
Last updated: June 2025
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.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
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
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