Applying a Credit

Go to the person’s billing account

•       Click on 'Add Credit'
•       Add the $ amount that you wish to credit the account with
•       Enter a description, select the person you're applying the credit to (if it's for a family, leave blank) and select facility

You should now see the credit on the customer's account. When you go to 'make payment’ or if the customer has a recurring payment, the invoice will reflect the balance to include the credit amount.

Repeat for all affected accounts.