Add a credit to a family's account

• Finance
• Director
• Admin
• Needs: Add Credits
• May need approval
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Add Credits permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

A credit adds money to the child's Credit Bank that can be applied to any future invoice. It creates a paid credit invoice as the record.

Steps

1. Tap + on the child's Tuition Statements (or the Billing Dashboard) and choose Add Credit.

   Screenshot coming soon01 · child_detail

   Add Credit in the + menu

2. Select the child if asked.
3. Enter the amount ("How much is the credit you are adding?") and tap Next.
4. To limit the credit to one family member, tap them and tap Next. Otherwise tap Skip.
5. Enter a Memo explaining why and tap Save, or tap Skip.

If it needs approval

If the Add Credits permission on your account requires approval, you'll see Sent for Approval. The credit is added only after an approver accepts it. Until then it appears under Pending credits in the Credit Bank.

Troubleshooting

• "Couldn't Add Credit". Your account needs the Add Credits permission.