Adding a Credit or Debit to an  Account

If you need to prorate a customer's tuition for class or adjust the amount that they owe on an invoice, you can do so by adding a manual credit or debit transaction.

To add a manual credit or debit transaction to the tuition

1. Open the Edit Registration page for the registration.

   • Click the Registrations tab on the Edit Student page, and then click the Edit button next to the registration you want to change.
     
     - OR -

   • Click the Active Registrations tab on the Edit Account page, and then click the Edit button next to the registration you want to change.

    

2. Click the Transactions tab, and then click the Edit button next to the tuition transaction you want to adjust.
   NOTE: The Tuition transaction is the Debit (D) transaction that is the original tuition charge for the registration.

3. Click the Transactions tab, and then click the Add new: box to select Credit or Debit.

4. In the Amount box, type the amount of the credit or debit.

5. In the Description box, type a description for the credit or the debit.

6. Click the Save and Return button to save the changes and return to the previous page.
    

To add a manual credit or debit to the Invoice

1. Click on the Invoices tab on the Edit Account page.

2. Click the Edit button next to the invoice you want to change.

3. In the Transactions tab, click the Edit button next to the debit (D) transaction you want to adjust.

4. Click the Transactions tab, and then click the Add new: box to select Credit or Debit.

5. In the Amount box, type the amount of the credit or debit.

6. In the Description box, type a description for the credit or the debit.

7. Click the Save and Return button to save the changes and return to the previous page.