Close Sidebar

Setting Up

Using Account Credit

If a student has credit on their account that is available for use you will see it in GREEN at the top right side of their student profile screen. (Red means they owe you money).

page1image59334992

To use this credit when making a purchase, go to the shopping cart ⇾ select the student, location and sales item ⇾ proceed to check out. Then on the left hand side, make sure “account balance” is selected.

page1image59330000

Note: in this example, $25 account credit will be used and $20 will be charged to account (since the total is $45) so you can instead split the payment and charge the remaining $20 via card, cash or check during checkout.

On the Online Client, the student can see and choose to use the credit balance in the shopping cart at the time of check out.

page1image59329168