In the Point of Sale
1. Click Received From to look up the individual.
2. Receipts that were charged on account will appear in pop up window.
3. Click on desired receipt and click “Credit Memo” button.
4. Complete required Credit Amount, date and reason fields then press “OK”.
Note: In either case, once the credit memo is complete, you will not see that student on the Receivables report. You will see the credit memo on the Account Statement and Activity Report.
*A Credit Memo cannot be changed or removed once saved.
Making a payment to an item charged on a student’s account using money accumulated in Students Funds Account.
Note: money accumulates in the Student Funds Account via returns made to student when cash or check is not returned to student.
In POS:
1. Look up student using “Received From” button. “Unpaid Items” box will appear. Select Item(s) and click OK.
2. Select Item to Pay and click “Make Payment”. Multiple items must be pulled onto receipt separately from Unpaid Items box.
3. Click Finish and Pay and then choose payment method(s) and click Finish