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
Log in on the web
Select Billing in the sidebar menu > Students tab
Click on a student
Press Select an action in the top right > Add a credit
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.
Log in on the web
Select Billing in the sidebar > Students tab
Click on a student > Available credits & payments tab
On the applicable credit row, click Actions > Apply to invoices
Specify the amount to apply > Click Save & apply
