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Manage issued credits

[For Admins + Billing Only Role] Learn how to adjust a Credit amount, remove it from an invoice and void it.

Audrey avatar
Written by Audrey
Updated yesterday

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.

Note: If the credit was added because a payer made a one-time payment online, the credit cannot be voided and must be refunded, or applied to an open invoice.


Adjust a Credit amount

If you issue a Credit, you can increase or decrease the total amount.

  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 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.

  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


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.

  1. Log in on the web

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

  3. Jump to the Available credits & payments tab

  4. Next to the credit, click Actions > Void

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