Remove unapplied credits without refunding

Objective

Clear an unapplied credit from a family account without processing a monetary refund.

To clear a credit without returning funds, post an adjustment fee to the family account and link the existing credit to that fee.

Go to the Family record
Select Make Sale/Post Fees button
In Post Fees section, set the Type to Adjustment (Debit).
Note: If this Transaction Type is missing from your drop-down list follow the steps here: Add Transaction Type and Payment Method drop-down options
Select a Category 1 option from the drop-down menu
Enter the amount of the unapplied payment in the Original Amount field
Select Save Fee
After posting the fee, follow steps to link the unapplied payment amount to the newly posted adjustment fee: Link an unapplied payment to an unpaid fee

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