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