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Issue a credit

[For Admins + Billing Only Role] Learn how to issue a credit and apply it to open invoices.

Audrey avatar
Written by Audrey
Updated over a week ago

If you prefer not to issue a refund, or apply a discount, you can use a credit and apply it directly to a student's account. Credits issued by the provider will automatically apply to the next invoice for the primary payer or you can opt to manually apply the credit to any unpaid invoices.


Issue a Credit

When issuing a credit, you'll have the option to select the total credit amount, a reason for issuing the credit, any custom notes, and you can manually apply the credit to an open, posted invoice by typing

  1. Log in on the web

  2. Select Billing in the sidebar menu > Students tab

  3. Click on a student

  4. Press Select an action in the top right > Add a credit

  5. Complete the remaining steps > Click Save & apply when done


Manually apply a Credit to pay an invoice

Providers can manually apply a credit to a specific invoice from the child's billing profile. This may need to happen if the Credit did not automatically apply to an invoice or if you'd like to Credit to apply to a specific invoice in the future.

  1. Log in on the web

  2. Select Billing in the sidebar > Students tab

  3. Click on a student > Available credits & payments tab

  4. On the applicable credit row, click Actions > Apply to invoices

  5. Specify the amount to apply > Click Save & apply


FAQs

Why did a Credit not automatically apply to an invoice?

There are instances when a Credit may not automatically apply to an invoice. This can happen if the Credit is posted after the invoice, if a different parent made the payment rather than the one assigned to the invoice, or if a parent made a general payment without selecting specific invoices to apply it to.

In these cases, you can manually apply a credit to a specific invoice from the child's billing profile.

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