Adding a Credit to a Family’s Account

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.

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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.

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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)

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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.