Overview

The Credit Service Invoice & Refund Transaction report setting (Setting ID: ApyInCash_Return_Act) is located under Financial Settings > General Settings > Financial Reports > Services Invoice & Payment.

What This Setting Does

This setting lets you choose which report template is used when printing a combined document for a returned (refunded) service invoice together with its associated payment. Services in this context are typically extra-curricular or optional paid offerings, distinct from regular tuition invoices.

Where It Is Used

This setting is a report-template selector consumed by the document-generation logic rather than tied to one fixed page. It affects:

• Main Menu > Financial > Transactions – the credit invoice and refund document printed for a returned service invoice and its payment is produced from this screen.

Business Logic / Behavior

• This is a single-select (dropdown) setting; the available options are the report templates configured for this document type.
• This setting defines the report template used when printing a service’s returned invoice and received payment together.
• This setting is specific to services and mirrors the general credit invoice and refund report used for regular fee transactions.

Example(s)

At Cedar Valley Academy, a student had already been invoiced $600 and paid in full for a summer workshop before withdrawing two weeks before the start date. The finance officer, Mr. Bianchi, issues a $600 credit against the service invoice and processes a matching $600 refund payment, and the printed document, combining the credited $600 invoice with the $600 refund, follows the report template selected in the Credit Service Invoice & Refund Transaction report setting.

When to Use

Use this setting when your institution needs to control or customize the print layout used specifically for documents that combine a credited (returned) service invoice with its refund payment.

Notes

Prerequisites: the desired report template must already exist and be configured as a report definition before it can be selected here.

• Service Debit Invoice report/ApyInCash_Act (Financial Settings > General Settings > Financial Reports > Services Invoice & Payment)
• Cancelled Service Invoice & Payment report/ApyInCash_Cancel_Act (Financial Settings > General Settings > Financial Reports > Services Invoice & Payment)
• Service Payment Return (refund) report/Apodeixh_Eispraxhs_Return_Act (Financial Settings > General Settings > Financial Reports > Service Payment Transactions)
• Related configuration: Report Templates (Administration > Advanced Configurations > Reporting Tab > Report Designer) – report definitions available for selection in this dropdown are uploaded, edited, copied, and deleted there.

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.