TeamUnify / GoMotion

<b>IMPORTANT:</b> Credits DO NOT get automatically applied toward a pay-by-check balance. 

To add a charge or credit to an existing lessons account please follow the steps below.

In the side navigation click Team Admin &gt; Lessons Admin.

Select the account(s) you would like to add a charge/credit to.

Fill in the fields with Description, CoA, and Charge/Credit Amount.

The charge or credit will then show in the Charge/Credit column. You can view the details by either clicking View in the Charge/Credit column, or clicking the account's name and then clicking View Extra Charge/Credit Invoices.

1. To add a charge or credit to an existing lessons account please follow the steps below.
2. In the side navigation click Team Admin &gt; Lessons Admin.
3. Click Acnts/Revenue tab.
4. Select the account(s) you would like to add a charge/credit to.
5. Click New Charge/Credit.
6. Fill in the fields with Description, CoA, and Charge/Credit Amount.
7. Click Save Changes.
8. The charge or credit will then show in the Charge/Credit column. You can view the details by either clicking View in the Charge/Credit column, or clicking the account's name and then clicking View Extra Charge/Credit Invoices.
    