Credits are independent transactions that reduce a student's account balance. Unlike charge adjustments, credits stand alone and directly reduce the payer's owed amount, streamlining administrative tasks.

You can issue a credit manually and apply it to an invoice, or credits will automatically be issued when guardians pay more than the balance owed. If credits are added to a student's account, they automatically will apply to future invoices as they are posted.

Student accounts will have a credit or negative balance when the total amount of payments recorded for their account is higher than the amount of charges that have been posted to their account. This could happen if payers unintentionally submit duplicate payments, if payers pay ahead intentionally, or if charges are missed on a student's account.

If there is a credit on the account due to an overpayment, once a new charge assigned to the payer is posted, the charge will reduce the amount of the credit first, before requiring payment from a parent's payment method.

Providers can also manually issue a credit.

Credits are useful when you need to reduce a student's account balance, but you do not want to issue a refund. Consider issuing a credit in the following scenarios:

Providers can view a students' available credits that have not been applied to an invoice.

Providers can view voided credits and credits that have been applied to an invoice.