Create a Credit

There are 2 ways to create a credit. The first option is recommended when there is only one family that needs a credit. The second is best for when there are several families that need credits.

Option 1

1. In the Admin Dashboard navigate to the family's account
2. Select the Billing History tab
3. Choose Credits at the top
4. Click the green "+ New Credit" button
5. Fill out the pop up window with credit details

Option 2

1. In the Admin Dashboard navigate to the Billing Tab
2. Go to the "Payments" page
3. Click the blue "+ New Credit" button
4. Fill out the pop up window with credit details

To add additional credit categories go to Settings > Billing > Credit Categories

If you have several credits to add to accounts, check out this article on Batch Credits.