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 |
2. Search for the desired invoice. You can search by parent name, student name, invoice number. |
3. With your mouse, hover over the gear icon. |
4. Click Edit (the pencil icon) |
5. Click Add |
6. Click Credit Line Item |
7. Type in your description |
8. Type the Unit Cost |
9. Click Unassigned Credits (v) to select an appropriate account category |
10. Click the checkbox in the account category to wish to select |
11. Scroll down and click Save |
12. Notice that your credit is reflected in the amount due. |
13. That's it. You're done. |