I need to give a refund or credit to a parent. How do I record this credit to their account?
From the
Account Details page, select
Add a credit using the
Choose a new transaction drop down box. Click the
Go button. This will take you to the
Credit page. From this page, enter all the required information, including the amount you need to refund or credit the parent, and click the
Continue button to complete the transaction. Please refer to the page's help or click
here for more help on specific tasks applicable to the
Credit page.
Important: Similar to bank transactions, any transactions entered today but posted for a future date are considered post-dated transactions, and can still be deleted. However, any transactions entered and posted today cannot be deleted or modified anymore, and are considered final, posted and historical. Posted transactions are available for your customers (or parents) to view. If you've made an incorrect transaction, click
here for instructions on how to remove or modify the transaction.
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