Apply family credit to an invoice

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Apply Credit moves money from the family's Credit Bank onto one invoice.

Before you start

• Finish View a child's Credit Bank first.

Steps

1. Open the unpaid invoice and tap ... (top right).
2. Tap Apply Credit.

   Screenshot coming soon01 · child_detail

   Apply Credit in the invoice menu

3. Check Available Credit, then enter the Amount to apply.
4. Tap Apply Credit.

Tips

• Applied the credit to the wrong invoice this month? Refund it back to the bank. See Return applied credit to the Credit Bank.

Troubleshooting

• No Apply Credit option. The family has no available credit, the invoice is paid or deleted, or the invoice is itself a credit invoice.
• "Value exceeds credit amount." Enter no more than the available credit.