If a student has credit on their account, you can manually apply it when creating a receipt. This allows you to reduce the amount due using the available credit balance.
If you prefer credits to be applied automatically, please refer to the separate guide on automatic credits.
Apply credit when creating a receipt
Go to Payments.
Click New receipt.
Select the relevant student.
If the student has available credit, you will see an option to Add credit on the receipt page.
Click Add credit.
Enter the amount of credit you want to apply.
⚠️ The credit amount cannot be greater than:
The total payment items on the receipt, or
The available credit balance on the student’s profile.
Click Add to payment to add the credit to the receipt.
What happens after applying credit
The credit will be deducted from the total amount due.
The receipt will show the reduced balance.
The student’s credit balance will automatically update.
If you return to the Student profile, you will see that the available credit has been adjusted to reflect the amount used.
Troubleshooting
Add credit option not visible? Make sure the student has a positive credit balance.
Cannot apply full amount? Check the available credit and total receipt value.
Credit not updating? Confirm the receipt was saved successfully.
Using student credit manually gives you full control over how and when credit is applied to payments.