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

  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 > 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.

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