Apply or Remove a Credit from a Religious Education Registration

This article provides steps to apply or remove a credit from a religious education registration.

A director of religious education may want to add or remove a credit from a registration so they can modify how much is owed along with a reason for the change. The following are steps to complete that process.

Steps to apply a credit to a registration:

1. From Religious Education go to Terms.
2. Select the desired Term.

3. Go to Registration.

4. Locate and click on the desired registration on the Registrations card.

5. Click on the ellipses (3 vertical dots).
6. From the menu select Apply Credit.

7. From the side sheet, specify the date of the credit, the credit amount and select a reason. (Choosing “other” from the Reason menu will open up a space to enter a custom reason.) There is no limit to the number of times a credit can be added to a registration but, the system will alert if the attempted credit exceeds the amount of the unpaid balance.
8. Click on Save to process.

Note* The applied credit adds a new line item. And, hovering over the gold icon reveals the custom reason for the credit.

An audit history is maintained on the Activity tab.

Steps to Remove the credit:

1. From the line item with the credit click on the ellipses (3 vertical dots).
2. Select Remove.

3. When asked “Are you sure you want to remove this credit?” select Yes.

The credit is removed and the activity can also be viewed on the Activity tab.

Credits effect the balance of the registration and flow through reporting within the system as well. The payment report that reflects registrations and their current statuses will reflect the impact of credits on the registration.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.



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