Managing the credit balance on a child's account is a straightforward process. Once you add a credit, it will automatically be applied to subsequent invoices, until the balance reaches zero. A credit balance cannot be a negative number but you can decrease or increase a balance at any time. Here's how you can add or update a credit balance:
Access the Credit Balance Update Screen:
Click here or navigate to Billing Parents > Children.
Update the Credit Balance:
Select Update credit balance: see RED arrow in screenshot below
In the Increase/Decrease Credit Balance by field (PINK arrow), enter the relevant amount. To increase the credit balance, enter a positive number (e.g., 10, 20).
To decrease, enter a negative number (e.g., -10, -20).
Example of Updating Credit Balance:
If the current credit amount is 100 and you want to increase it by 20, enter 20 in the Update credit balance field.
To decrease by 10, enter -10.
Viewing Credit Balance History:
You can view the credit balance history for any child by selecting Billing Parents > Children. Then, select the relevant room/child and choose View credit balance history (located on the left-hand side of the screen for laptop/desktop users, indicated by the yellow arrow in the screenshot below).
Screenshot for Reference
By following these steps, you can easily manage the credit balances for children's accounts.
