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Add a credit
To add a credit to an account
Log in to the app and go to the profile of the child you need to credit
Select the Bookings tab and under the bill payer, click Add
From the drop-down menu, select Credit
Once you click Credit, a pop-up will open
Enter the amount you wish to credit to the account
You can add a note, to explain the credit, and press Add
Add a surcharge
To add a surcharge to an account
Log in to the app and go to the profile of the child you need to surcharge
Select the Bookings tab and under the bill payer, click Add
From the drop-down menu, select Surcharge
Once you click Surcharge, a pop-up will open
Enter the amount you wish to charge to the account
You can add a note, to explain the surcharge, and press Save
Amending Balances with Payments
If you'd like to amend a bill payers balance without needing to send an invoice (like you would need to do with Credits and Surcharges), you can enter a payment (either positive or negative in value) instead.
To do so:
Navigate to a child's Bookings tab
Click on Add
Then select Payment
For example, say a parent's balance is incorrect by £10 and you'd like to deduct this amount. To correct their balance effective immediately, add a payment for -£10 (by typing out -10 in the relevant field) and choose Other as the payment method. You can also add a note to say this payment represents a balance adjustment.
This payment will now show in the Bill payer overview section and the balance will have been adjusted accordingly:
You can of course also add positive amounts if you need to add to a balance.