To add invoice credit balance on a student's account:

1. Navigate to the People menu, and in the Students option, click on any student row to access their information
2. Click on Invoices, and then select the Adjust option
3. Insert the credit amount. Optionally, you can provide additional details or reasons for the credit balance in an Internal Note, and click 'Save'!

Using invoice credit balance

If an invoice is created for a student who already has a credit balance, that balance can be applied towards payment of the invoice.

Edit invoice credit balance

You can now edit a student’s invoice credit balance to correct any errors or make necessary adjustments.

1. Navigate to the People main menu on the left side of the screen and head to Students.
2. Click on the student whose credit balance you want to update and go to the Invoices tab on the student profile.
3. In the Invoice Credit Balance row, click on the Adjust button. In the Credit balance adjustment pop-up, enter the credit amount you wish to adjust.

• To increase the credit balance, enter a positive amount (e.g. 500).
• To decrease the credit balance, enter a negative amount (e.g. -300).

4. You may add an internal note (optional) for future reference. Click Save.

Once saved, the adjustment will be reflected under the Invoice Credit Balance section, along with the history of all previous credit changes.

On the Online Booking Page

Customers can now view their invoice credits balance and apply the same while purchasing classes or packages on the online booking page.

To apply the Invoice credits balance while purchasing a class

1. Once you have selected the classes that you wish to purchase, head to your Cart on the top right corner of the online booking page.
2. Under the 'Booking summary', toggle the Use available credits button on.
3. The credit balance will be deducted from the original amount to reflect the total payable amount. You can then proceed to pay the final amount using your preferred payment mode.

To activate Invoice credits balance

1. Navigate to the Online Bookings main menu on the left side of the screen.
2. Under Settings, head to the Preferences tab.
3. Under the heading Payment options, simply select the Use credit balance checkbox.
4. Scroll to the bottom of the page and click on Save.

To view the Invoice credits balance

1. Navigate to the 'Name' drop down on the top right corner of the screen and click on Profile.
2. Head to the Billing main menu.
3. Go to the Invoice credits tab and scroll down to view your Invoice credits history.

Updated on: 27/06/2025