Member Credits
Users can view credits to a student account.
Dependent Care Member CreditsMember Credits Fields
| Field | Description |
|---|---|
| Balance as of | Determines the date for which to view credit balances. All credits to the account as of the date selected are displayed. |
| Total Received | Total dollar amount of all credits to the account, both assigned and unassigned. |
| Total Adjustments | Total dollar amount of any adjustments made to the account, both assigned and unassigned. |
| Total Applied | Total dollar amount of all credits and adjustments assigned to the account. |
| Remaining Balance | Total dollar amount of credits not yet assigned to the account. |
| View/Hide Detail | For a more detailed view of the account credits and adjustments, assigned and unassigned credits and adjustments, press View Detail. To view only a summary of the account credits and adjustments, assigned and unassigned credits and adjustments, press Hide Detail. |
Add a Member Credit
Users can add a member credit to the account.
- Press Add Credit.
Add a Member Credit Editor - Enter a name to describe the issued credit in the Credit Name field.
- Use the Credit Type drop-list to select the type of credit being issued.
- In the Effective Date field, enter the date on which to issue the member credit.
- Enter the dollar amount to credit the account in the Credit Amount field.
- Use the Comments field to enter the reason the credit is being issued.
- Press Save to save the credit to the account. Press Cancel to exit without saving the credit to the account.
Add Member Credit Fields
| Field | Description |
|---|---|
| Credit Name Required | Name of the Credit being made to the account. |
| Credit Type Required | Type of Credit being issued. Users may configure the credit types in the Attribute Dictionary under Dependent Care > Credit Types. |
| Effective Date Required | Date on which the credit is available for application to the account. |
| Credit Amount Required | The dollar amount of the credit being issued. |
| Comments | The reason the credit is being issued. |
Add a Member Adjustment
Use the Add Adjustment option to make an adjustment to a member account.
- Press Add Adjustment.
Add Member Adjustment - Use the Description field to enter a description of the adjustment being made.
- Enter the total dollar amount of the adjustment in the Adjustment Amount field.
- Use the radio buttons to indicate the type of adjustment being made in the Adjustment Type fields.
- Mark the Increase Member Credit Balance option is the adjustment is meant to credit the member account.
- Mark the Decrease Member Credit Balance if the adjustment is meant to debit the account.
- Use the Comments field to enter the reason the adjustment is being made.
- Press Save to save the adjustment to the account. Press Cancel to exit without saving the adjustment to the account.
Member Adjustment Fields
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Description Required | A description of the adjustment being made to the account. | ||||||
| Adjustment Amount Required | The total dollar amount of the adjustment being made to the account. | ||||||
| Adjustment Type Required | How the adjustment being made (credit or debit) will affect the account.
| ||||||
| Comments | The reason the adjustment is being made to the account. |
