Articles on: Billing and Subscriptions

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”!

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.

Updated on: 01/04/2024

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