Applying a credit to an account

Apply a credit for each child on the billing account.

  1.        Go to the person’s billing account
  2.        Click on Add Credit
  3.        Add the $ amount that you wish to credit the account with
  4.        Then enter a description, the person you applying the credit to, if for a family leave blank
  5.        Next select your Facility and now the balance will reflect the new balance the customer owes.
  6.        When you go to Make Payment or customer has Recurring Payment, the invoice will have the    amount including the credit redemption.
  7.        Repeat for all affected accounts.