---
title: Adding a Credit to a Family’s Account
description: Learn how to add credits to a family’s account in Class Manager, automatically applying them to future payments or specific orders.
---

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April 6, 2026

# Adding a Credit to a Family’s Account

## How to add a credit to a family’s account to adjust balances or apply goodwill.

Credits are useful when you need to adjust a family’s balance - for example, if a class was cancelled, a discount needs to be applied, or you're making a goodwill adjustment.

 

What happens after a credit is added depends on the order and the family’s account balance.

---

### How to Add a Credit

1. Go to `Members` → `Families` and open the family’s profile.
2. Find the **Order** you want to adjust (you can also access orders through `Billing` **→** `Orders`).
3. Open the order, then look for the **three-dot menu (...)** next to the specific line item.
4. Click `Add Credit`.
5. Enter the credit amount and add a short note if you'd like (optional but helpful!).
6. Click `Save`.

---

### What Happens After You Add a Credit

How the credit is applied depends on the order status:

- If the order has not been paid yet
  
    - The credit will reduce the amount due on that order.
- If the order has already been paid
  
    - The credit will be added to the family’s account balance.
    - This balance can be used toward future payments.
- If a family has a positive account balance, that credit is currently only applied automatically during:
  
    - Checkout in the Family Portal
    - Automated payments (such as scheduled instalments)

For more information on how account credits work, see ➡️ [Understanding Account Credit](https://guides.classmanager.com/why-cant-i-see-or-use-credit-on-a-familys-account?hsLang=en)

---

That’s it! The credit will now appear on the family’s account and will automatically be applied to the selected order or to upcoming payments if the order is being paid in installments.

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