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Must know
  • Open the guardian, then Actions > Adjust credit. Use + to add credit or - to deduct it.
  • You can’t deduct more than the credit available. Each adjustment is limited to $100,000.00.
  • The confirmation offers Undo. Every change is listed in the Account Balance ledger.
  • You need the Create Financials permission. Families spend credit at online checkout. Staff apply it to an invoice with Take payment.
1

Open Adjust credit

Go to Athletes > Guardians, open the guardian and select Actions > Adjust credit. It’s also on the guardian’s row menu in the list.
2

Choose the direction and amount

Select + to add or - to deduct, then enter the Amount as a positive number. The line below says what Save will do, for example “Adds $25.00 to their credit balance.”
3

Add a note (optional)

Explain the change under Note (optional), up to 2,000 characters.
4

Save

Select Save. The confirmation shows the new balance, for example “Added 25.00credit.Balance25.00 credit. Balance [new balance]”, with Undo.
Limits. Each adjustment can be up to 100,000.00.Adeductioncan′tbemorethantheguardian′scredit("Only100,000.00. A deduction can't be more than the guardian's credit ("Only [amount] is available to remove.”), and credit that a checkout in progress is holding can’t be removed (“A checkout in progress is holding this credit - try again in a few minutes.”). Undo. Undo reverses that one change: “Credit change undone. Balance $[balance].” It can’t bring back credit already spent. Undo is only on the confirmation. To fix an older change, adjust in the opposite direction. Where the change shows. Each add, deduct and undo is its own line in the Account Balance tab’s ledger, labelled Credit added or Credit removed, and is recorded on the guardian’s Activity tab. The Credits card reads “Available to apply” while there’s credit. Who can do this. Without the Create Financials permission, Adjust credit doesn’t appear in either menu. Seeing the balance, the ledger and those Activity entries needs the View Financials permission. A guardian who is still Invited doesn’t have the option. How credit gets spent. Credit spends like cash on future payments. Families apply it with Apply account credit when they check out online. Staff choose Account credit as the Payment method in Take payment on an invoice. Enrolling an athlete from the dashboard doesn’t use it: the Payment step only notes “Account credit available: $[amount] (not applied here).” Related: What’s on a guardian’s profile? · How do I take a payment on an invoice? · What is my credit balance? · How do I charge the family when I enroll an athlete?