Apply available student credit to an invoice
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, invoice branch, academy currency and available credit. Credit may come from an overpayment or a settlement released as credit. You need permission to apply it to an invoice.
Apply available student credit to an invoice
- Check the available student credit and invoice balance.
- Enter the amount to apply, or the permitted credit to use with a new payment.
- Select Apply Credit or submit the supported payment action.
- Review the remaining invoice balance and available credit.
What happens next
The accepted credit allocation reduces the invoice balance.
Troubleshooting
Available credit is shared across the academy’s branches, while invoice lists can show one branch. Credit is money value, not lesson entitlement.