[VIDEO] Apply Credits to New Invoices


If a guardian has a credit on their account, you can apply it to a new invoice as you create it.

  1. From the menu to the left, click Accounting.
  2. Click Invoices. The invoices page opens.
  3. Enter your accounting PIN and click Go.
    Note: If you do not have an account PIN set, you are prompted to set one.
  4. Click New Invoice.
  5. Begin setting up the invoice as you normally would. For more information, see Creating an Invoice or Create a Recurring Invoice.
  6. Click the Select Participant drop-down menu and select the participant for the invoice. If there are any credit on the guardian's account, the credit displays.

    Credit Avail when creating invoice.PNG

  7. The credit is applied by default. If you do not want to apply the credit to this invoice, you must click slider_btn.PNG next to remove it.
    Note: If you apply a credit to a new recurring invoice, any credits on the parent account will always be automatically applied to the next invoice.
  8. When finished building the invoice, click Preview.
  9. Click Create or Create and Send.

Note: If you apply a credit to a new invoice, it is created as a Partially Paid invoice, instead of as an Unpaid invoice. On the Invoices page, make sure you set the Status filter to include invoices that are at the Partially Paid status.