This guide will show you how to credit, then delete or adjust an invoice that has already been posted.
Step 1: Go to the payers profile and the finance tab
Step 2: Click on the X sign on the invoice line that you want to credit
It will ask you if you want to credit this invoice
Once the invoice has been credited, it will remove from the original view and you only be able to see it if you click on 'Show credited orders and credits'
When you click here you will see all credited orders
Step 3: Decide if you want to make an amendment to this invoice or just credit the invoice off.
If you want to make an amendment to the invoice you now need to go to the student's charges tab on their profile page and click +
The make the adjustment here
And then it will show you the original credit of the first invoice and then the new invoice with the adjustment
You can then invoice the order.
If you need to completely remove the charge, for example a student has stopped having lessons, you will need to deregister the student from their last booking date.
This will then remove the all future charges on the student for that activity. You can then go ahead and invoice the credit.