School-level feature — managed within your school portal at
yourschool.deandesk.com.Transactions
Open Finance → Transactions in the admin sidebar.Transaction list
Each transaction row shows:Summary statistics
Four metrics appear at the top of the page:- Total Count — number of transactions
- Gross Processed — total amount collected from successful payments
- Total Refunded — total amount refunded across all transactions
- Net Collected — gross processed minus total refunded
Searching transactions
Use the search bar to find transactions by:- Customer name
- Charge ID
- Invoice ID
- Payment description
Filtering transactions
By payment method:- All methods
- Card
- ACH (bank transfer)
- Link
- All states
- Not refunded
- Partially refunded
- Fully refunded
Pagination
Transactions are paginated with configurable page sizes of 10, 25, or 50 rows. Navigate between pages using the Previous and Next buttons.Export to CSV
Use the export control at the top of the Transactions tab to download transactions as a CSV file:1
Choose a date range
Pick a begin date and end date with the date pickers next to the export control.
2
Export
Click Export. A CSV containing every transaction in the selected date range downloads to your computer.
Issuing refunds
You can issue full or partial refunds directly from the Transactions tab.1
Find the transaction
Use search and filters to locate the payment you want to refund.
2
Click Refund
Click the Refund button on the transaction row. The button is disabled if the transaction has already been fully refunded.
3
Choose refund amount
The refund dialog shows the available refund amount — the original charge minus any previous refunds.You have two options:
- Partial refund — enter a custom dollar amount (minimum $0.01, maximum the available amount)
- Full refund — click Full Refund to refund the entire available amount
4
Add an internal note (optional)
Enter a note for your records. This note is visible only to admins in the refunds overview.
5
Confirm
Click Refund. The refund is processed through Stripe and the transaction’s refund state updates accordingly.
Refunds are processed through Stripe and typically take 5–10 business days to appear on the customer’s statement. The refund amount is deducted from your Stripe balance.
Refunds overview
Open Finance → Refunds for a dedicated view of all refunds issued from your school.Refund list
Each refund row shows:Summary statistics
Four metrics appear at the top:- Total Refunded — sum of all succeeded refunds
- Pending — number of refunds still processing
- Fee Waivers — number of refunds linked to approved fee waiver requests
- Other Refunds — number of manually issued refunds
Refund categories
DeanDesk tracks two categories of refunds: Fee waiver refunds are created automatically when an admin approves a fee waiver request (e.g., waiving an application fee). These show the fee names in the Notes column and include a sub-type indicating whether it was an application fee or child application fee. Manual refunds are issued directly from the Transactions tab by an admin. These show the admin’s internal note in the Notes column.Filtering refunds
By category:- All categories
- Fee waiver refunds only
- Manual refunds only
- Search by customer name or order reference
Refund statuses
Best practices
- Prefer partial refunds when appropriate. If a student attended part of a program, a partial refund is more appropriate than a full one.
- Always add internal notes. Notes create an audit trail that helps when reviewing refund history later.
- Check the Refunds tab after issuing refunds. Confirm the refund status changed to “Succeeded” — failed refunds need to be re-issued or investigated.
- Use fee waivers for application fees. If a student requests a fee waiver, process it through the admissions fee waiver workflow rather than issuing a manual refund. This keeps the waiver linked to the original application.