If you manually issued a standalone credit and it is no longer needed, you can void it. This allows you to keep a record of the credit, but it won't apply to any future invoices or appear in the student's balance anymore.
If the credit resulted from a guardianâs online payment, it cannot be voided. Instead, you can either refund or apply it to an unpaid invoice.
Steps to void a manually issued credit
Log in on the web
Select Billing from the sidebar > Students tab > Click the student's name
Jump to the Available credits & payments tab
âNote: If the payment has been applied to an invoice, it'll be visible under All transactions > Credits & paymentsNext to the credit, click Actions > Void
đĄTip: If you voided a credit originally applied to an invoice, that invoice will be re-opened and marked as unpaid or partially paid. If the family doesn't actually owe the unpaid amount, you can fix this by reducing the charge of the invoice to $0, or voiding the entire invoice. This ensures the invoice is not marked as unpaid and that the family won't be charged again.
View voided credits
When a credit is voided, it will display a Payment status of Voided under the All transactions > Credits & Payments tab.
Clicking â will show more details about the original credit.
Void a credit but return the amount to the payer
Program-issued credits canât be refunded because they arenât linked to a payment method and are added by an Admin.
If any credits are still owed to the payer but shouldnât appear in their account balance, you can:
Void the credit and issue the refund outside of brightwheel
Apply the credit to any unpaid invoices
Allow it to automatically apply to the next posted invoice