Adding a credit line item to an invoice

You are able to add a credit line item to Queued or Unpaid Invoices

You are able to add a credit line item, such as a late fee waiver or discount from a tuition cost, to a Queued or Unpaid Invoice.

Here is an interactive walkthrough for adding a credit line item to an invoice:
ADDING A CREDIT LINE ITEM TO A QUEUED OR UNPAID INVOICE

 

Here are the steps to adding a credit line item to an invoice:

1. The first step is to open Curacubby and click Invoices

Step 1 image

2. Search for the desired invoice. You can search by parent name, student name, invoice number.

Step 2 image

3. With your mouse, hover over the gear icon.

Step 3 image

4. Click Edit (the pencil icon)

Step 4 image

5. Click Add

Step 5 image

6. Click Credit Line Item

Step 6 image

7. Type in your description

Step 7 image

8. Type the Unit Cost

Step 8 image

9. Click Unassigned Credits (v) to select an appropriate account category

Step 9 image

10. Click the checkbox in the account category to wish to select 

Step 10 image

11. Scroll down and click Save

Step 11 image

12. Notice that your credit is reflected in the amount due.

Step 12 image

13. That's it. You're done.

Step 13 image