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Lessons: How to Apply a Credit to a Pay by Check Charge
Lessons: How to Apply a Credit to a Pay by Check Charge
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

Credits DO NOT get automatically applied toward a pay by check balance. Here are the steps to apply a credit toward the balance.

  1. In the side navigation click Team Admin > Lessons Admin.

  2. Click the Acnts/Revenue tab.

  3. Search for the desired account.

  4. Click view in Account Balance column of desired account.

  5. Click [View/Pay/Refund] by desired invoice.

  6. Click [Pay].

  7. Check the box at the bottom, Check this box to credit -$XX.XX back to this account. As soon as you click it notice it reduces the amount of the check by the amount of the credit.

  8. Enter the Check or reference #.

  9. Click Pay NOW.

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