How Credit Balance Works, and Moving It Between Siblings
Credit balance is money sitting on a student's account that hasn't been applied to an invoice yet. It's not a feature you turn on — it's a natural side effect of a few specific situations, and it behaves differently depending on how it got there.
Where credit actually comes from
- A payment larger than every open invoice it could apply to — the extra is parked as credit instead of being left floating or rejected.
- Revoking a discount that was already applied to a paid invoice — the amount the discount had previously saved is restored as credit rather than demanding the parent pay it again immediately.
- Choosing to credit an overage when a student opts out of a fee they'd already been charged for, instead of handling it as a manual refund outside the app.
Where to see it
A student's credit balance shows on their profile header, on their Fees tab ("credit on file — applies to their next invoice"), and on the relevant invoice's own detail page if credit was applied to it.
It applies itself — to its own student, not a sibling
Credit sitting on a student's own account is picked up automatically the next time an invoice is generated or regenerated for that same student — nothing needs to be manually applied.
What happens to it at term close or year-end rollover
Leftover credit is carried forward, not forfeited and not reset. A family's credit rides through a term close or a full year-end rollover and is still there to reduce a future invoice.