Post a credit to a Family account

Issue/Question

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I have a family that has a balance we need to delete. It won't let me because it is linked to a refund that was done.  How do I delete the balance?

Resolution

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Since payments that have been refunded can no longer be unlinked, you will have to post a miscellaneous credit/adjustment to the account to balance the fee.

 To do this:

1. Go to the Family record
2. Select Payment/Credit

3. In the drop down next to Transaction Type, select Account Credit (This may look different depending on your edited drop-down options)

   A warning pop-up will display, Non-monetary Transaction Types. This is to advise you that the credit will not be included in the revenue reports including the Paid Fees report. Click OK

4. In the Method drop down, select Class Credit (This may look different depending on your edited drop-down options)
5. Enter the amount you wish to credit in the Payment field

6. Select Save Changes

   If a pop-up box opens that says, You have not fully applied this payment. Post anyway?, click Yes. Unless an unpaid fee is selected to apply the payment to, the payment will be applied to the default setting in the Transaction Settings. 

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