Providers who issued a credit can edit the amount, unapply it from an invoice or delete it entirely.
Edit credit amount
If you manually issued a credit, you can increase or decrease the total amount. The credit amount cannot be edited if the credit was added because a payer made a one-time payment online, or because you deposited a check through brightwheel.
Log in on the web
Click Billing from the sidebar > Students tab > Click a student's name
Jump to the Available credits & payments tab
Next to the credit, click Actions > View/Edit
Once you change the amount, select Save & apply
Unapply credits from an invoice
If you no longer want a credit applied to a invoice or need it reapply it elsewhere, you can unapply it from an invoice.
Log in on the web
Select Billing from the sidebar > Students tab > Click the student's name
Jump to the All transactions tab
Next to the credit, select Actions > View/Edit
Locate the credit in the invoice, then click Actions > Unapply
Unapplied credits will appear under the student's Available Credits & Payments tab, ready to be applied to another invoice or automatically applied to the next one for the primary payer.
Note: Unapplying a credit is not the same as a refund, and it wonât return funds to the payer's original payment method.
Delete credits
If a credit was added because a payer made an overpayment online or you deposited a check through brightwheel, the credit cannot be deleted. In this case, it must be refunded or applied to an invoice in order for the credit to no longer appear on a student's balance.
If you manually issued a credit and it hasnât been applied to an invoice, the only way to remove it is to void it. Voiding the credit takes it off the student's balance but doesnât refund anything to the payerâs account.