How do I issue a refund in Catalog?

As a Canvas Catalog admin, you can issue refunds for Authorize.net, PayPal, and Stripe transactions directly within Catalog.

Notes:

  • This capability is opt-in, and institutions must contact their Customer Success Manager (CSM) to activate it.
  • All refund actions are displayed in the Audit Log for transparent record-keeping.

Open Admin

Open Admin

Click the User Name link [1]. Then, click the Admin link [2].

Open Analytics

Open Analytics

Click the Analytics tab.

View Orders Analytics

View Orders Analytics

In the type of Analytics drop-down menu [1], click the Orders link [2].

View Orders Table

View Orders Table

In the Orders table, locate the name of the learner and in the Refund column, click the Refund link.

View Refund Details

View Refund Details

Enter the refund amount [1]. Admins can issue full or partial refunds.

During the process, admins may choose whether to remove the students enrollment from both Catalog and Canvas by clicking the Drop students enrollment from Catalog and Canvas if possible checkbox [2]. In the Reasoning field, describe the reason for the refund [3]. Click the Initiate Refund button [4].