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. 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 (located on the right-hand side of the screen for laptop/desktop users, indicated by the red arrow in the screenshot below).
In the Increase/Decrease Credit Balance by field, enter the relevant amount. To increase the credit balance, enter a positive number (e.g., 10, 20). To decrease it, enter a negative number (e.g., -10, -20). Ensure you crosscheck the amount before saving (indicated by the pink arrow in the screenshot below).
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. If you have any questions or need further assistance, please contact our help desk, using the green live chat button.
