If you manually issued a Credit to a student, you can easily adjust the issued amount, remove it if applied to an invoice, or delete the Credit as needed.
Adjust a Credit amount
If you issue a Credit, you can increase or decrease the total amount.
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 a Credit from an invoice
If you no longer want a credit on an 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.
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
Remove Credits
If you need to remove the negative balance (aka credits) off a student account, you can Void the credit. This can be done if the credit was issued by the provider and hasn’t been applied to an invoice. Voiding the credit removes it from the billing profile without refunding it to the payer’s account.
Log in on the web
Select Billing from the sidebar > Students tab > Click the student's name
Jump to the Available credits & payments tab
Next to the credit, click Actions > Void