Add a credit to an account

Issue/Question

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I need to add a credit to an account.

Resolution

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Non-monetary credits can be applied to an account to be used towards a family's balance. Revenue reports do not include non-monetary credits as revenue.

You can add a credit to an account by following these steps:

1. Go the the Family Account.
2. Click the Payment/Credit button.
3. In the Payment/Credit Transaction Entry pop-up window, select the appropriate Transaction Type and Method from the drop-down menus.
4. Enter the credit amount in the Payment field on the right.
5. Optional: Apply the credit to fees.
6. Click Save Payment .

⚙️Note: User Permissions may limit access to this feature or functionality.