Return applied credit to the Credit Bank

• Finance
• Director
• Admin
• Needs: Issue Refunds
• Phone
• Desktop
• Draft

If you don't see this

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

Credit used on an invoice can go back to the Credit Bank, as long as it was applied this calendar month.

Before you start

• Finish Apply family credit to an invoice first.

Steps

1. Open the invoice and tap ... (top right), then Refund Invoice.
2. Tap the payment marked RETURNS TO CREDIT BANK ("Paid with credit").

   Screenshot coming soon01 · child_detail

   A credit payment in the Refund Invoice sheet

3. On Return Credit to Bank, enter the amount (up to the "Max returnable" shown) and tap Return.
4. Enter why you are returning it and tap Return.

Tips

• Regional Managers and above can do the same from View Transactions with Return to Credit Bank.

Troubleshooting

• "Credit applied in a previous month cannot be returned". Add a new credit instead. See Add a credit to a family's account.