Invoice Credit Balance
To add invoice credit balance on a student's account:
Navigate to the People menu, and in the Students option, click on any student row to access their information
Click on Invoices, and then select the Adjust option
Insert the credit amount. Optionally, you can provide additional details or reasons for the credit balance in an Internal Note, and click 'Save'!
If an invoice is created for a student who already has a credit balance, that balance can be applied towards payment of the invoice.
💡 For a thorough summary of students with invoice credit balances, go to Reports > Students > Student Credit Balance.
Customers can now view their invoice credits balance and apply the same while purchasing classes or packages on the online booking page.
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.
Under the 'Booking summary', toggle the Use available credits button on.
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.
Navigate to the Online Bookings main menu on the left side of the screen.
Under Settings, head to the Preferences tab.
Under the heading Payment options, simply select the Use credit balance checkbox.
Scroll to the bottom of the page and click on Save.
Navigate to the 'Name' drop down on the top right corner of the screen and click on Profile.
Head to the Billing main menu.
Go to the Invoice credits tab and scroll down to view your Invoice credits history.
Navigate to the People menu, and in the Students option, click on any student row to access their information
Click on Invoices, and then select the Adjust option
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.
💡 For a thorough summary of students with invoice credit balances, go to Reports > Students > Student Credit Balance.
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
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.
Under the 'Booking summary', toggle the Use available credits button on.
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
Navigate to the Online Bookings main menu on the left side of the screen.
Under Settings, head to the Preferences tab.
Under the heading Payment options, simply select the Use credit balance checkbox.
Scroll to the bottom of the page and click on Save.
To view the Invoice credits balance
Navigate to the 'Name' drop down on the top right corner of the screen and click on Profile.
Head to the Billing main menu.
Go to the Invoice credits tab and scroll down to view your Invoice credits history.
Updated on: 26/03/2025
Thank you!