Release an invoice settlement as student credit
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Release an invoice settlement as student credit
- Check the selected invoice and paid settlement.
- Enter the requested reason and reference.
- Select Release to student credit.
- Review the reopened invoice balance and the student’s available credit before the next financial action.
What happens next
The supported settlement is released from the invoice into student credit.
Troubleshooting
No cash is refunded. This is a deliberate reallocation, not a way to mark an unpaid invoice as paid.