Speedadmin is able to do a lot of automatic credits and discounts based on the setup of your database. But when doing a manuel credit you can do it either before or after the rate have been invoiced
1. Before invoicing
It is very simple to do a manual credit/amendment before invoicing/posting the rate.
Just go to the student or payers profile, and on the Charge tab click the blue amount you wish to amend or add a manual credit to. If the status of the charge is "Veried" it has not been invoiced yet.
Change the amount manually, or add an adjustment line below so it is easy to track the amendment:
Remember to use the correct Ledger code, so the charge is summed correctly in the overview of your charges later on.
Click Update and close, and the amendment will now be picked up when you invoice the current rate.
2. After invoicing
If you have already invoiced the charge and you need to give a credit afterwards you will still go to the charge tab, but status will now show as "Invoiced". If you click the blut amount you wish to credit the charge information will open up again, but you will now need to click "Reset", which will generate a new charge line on the rate with the full amount credited. You can change the amount if the full amount should not be credited, but you can never credit more than you have originally charged on the same rate.
After you pressed "Reset":
After doing this amendment you need to Invoice/Post the amendment for it to show on the payers account statement.