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Manage issued credits

[For Admins + Billing Only Role] Learn how to adjust a credit amount, unapply, and remove it.

Audrey avatar
Written by Audrey
Updated over 3 weeks ago

With brightwheel, managing student billing credits is simple.

If a payer overpays, you can leave the credit to apply to the next invoice or issue a refund. If you created a credit by mistake, you can void it. Credits can be voided if you issued them and they haven’t been applied to an invoice.

Adjust 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.

  1. Log in on the web

  2. Click Billing from the sidebar > Students tab > Click a student's name

  3. Jump to the Available credits & payments tab

  4. Next to the credit, click Actions > View/Edit

  5. 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 applied elsewhere, you can unapply it. 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 won’t return funds to the payer's original payment method.

  1. Log in on the web

  2. Select Billing from the sidebar > Students tab > Click the student's name

  3. Jump to the All transactions tab

  4. Next to the credit, select Actions > View/Edit

  5. Locate the credit in the invoice, then click Actions > Unapply

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 hasn’t 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 doesn’t refund anything to the payer’s account.

Refund credits

The steps to refund differ based on how the credit was issued. Visit Refund a credit to learn more.

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