Credit Settings

A credit is a balance that is added to a family's account and can be used as a form of payment. Credits are counted as their own payment method in your different accounting reports, unlike a discount which reduces the cost of the item. Some common scenarios where credits can be created:

• As a form of a refund
• Pre-payments made on an account
• Fundraising

For more information on creating a credit, visit this article.

Auto-Apply Credits

By going to Settings > Invoices > Credits, there is an option to enable or disable auto-apply credits on invoices. If you elect to automatically apply credits to invoices, this will apply to any invoice with an outstanding balance when the invoice is posted. If you manually post an invoice early, the credit will not be automatically applied.

While you can not have credits only apply to specific billing categories, you can turn off auto-credits for specific families by going to their Payment Settings page.

Parents Using Credits

If you have specific policies on when or how credits must be used, we recommend that you do not allow parents to use their credits on the parent app. By enabling this setting, parents will be able to use credits when checking out or paying an invoice. This can be turned on or off by going to Settings > Invoices > Credits.

Please note that parents can make partial payments with their credits if the credit will not cover the entire cost of the invoice, even if you do not allow that family to make partial payments.