Credits and Refunds Window

Use this window to apply credits and refunds related to a student's fees. For additional information on fees, refer to Student Fees Page.

Fields

Credits Section

Lists fee items and debit items that have credit balances. The credits can be applied either as payments toward fees listed in the Open Items section or as refunds.

Field	Description
Date	The date that the fee item was billed.
Tracking #	The number identifying the billing of this fee item.
Item Code	The code identifying the fee item.
Balance	The balance available for the fee item.
Credit	Enter the credit amount to apply toward another item's balance. A credit entered here must be applied to fees in the Open Items section.
Refund	Enter the refund amount to return to the guardian or student.
Check Printed	Checked if you are printing a check for the refund.
Available	The total of the entries in the Credits section's Credit and Refund fields minus the amounts entered for fees in the Open Items section (Available = (Credits + Refunds) - (Payments). You cannot close the Credits and Refunds window if the Available field is greater or less than $0.00.

Open Items Section

Lists fee items that have outstanding balances.

Field	Description
Date	The date that the fee item was billed.
Tracking #	The number identifying the billing of this fee item.
Building	The building where the fee was charged.
Item Code	The code identifying the fee item.
Balance	The balance due for the fee item.
Payment	Enter the amount of the payment.
In Full	Checked if you want to apply the full amount from the fee's Balance field to the its Payment field. Unchecked if you are entering the payment manually.
Total Paid	Total of the amounts entered in the Payment fields.