How to apply a credit

A guide to applying a credit to a student balance from the Administrator Dashboard.

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

To apply a credit to a student's balance, start on the Debit Transactions page under the "Billing" tab of the Administrator Dashboard. Here, you can view all of your center's debit and credit transactions with parents. To create a credit, click the "Add credit" button on the upper right of the page.

An "Add Credit" pop-up will appear with fields for the student name, credit amount, and credit description, as well as a box to check if the credit is tax deductible. For the student name, being typing in the box to search your student roster; select the correct name when it appears in the dropdown list. When all the appropriate information is entered, click "Submit."

You'll be returned to the Credit Transactions page and receive a notification that your payment has been successfully recorded. This page is also where you'll now see a record of the credit you just created in credit transactions table. From here, you can view, edit, or delete the credit by clicking on the 3-dot menu to the right of the credit. Click "Edit" to open a pop-up similar to the "Add Credit" pop-up—the only field you cannot edit is the student. Click "Delete" to open a confirmation of removal pop-up, and then click "Remove item" to confirm or "Cancel" to cancel. Once a credit has been deleted, it is no longer visible to administrators or parents.

You can also view credits applied to a specific student's balance by navigating to the student's profile page. On the Administrator Dashboard under the "Students" tab, scroll or use the search bar to find a student and then click on their name. This will bring you to their profile; then click on the "Payments" tab, and under the "Payments" section click "Credits."

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