SwimOffice Admin - Super User or Lesson Admin - Full Access

To add a charge or credit to an existing lessons account please follow the steps below.
  1. In the side navigation click Team Admin > Lessons Admin.
  2. Click Acnts/Revenue tab.
  3. Select the account(s) you would like to add a charge/credit to.
  4. Click New Charge/Credit.

    Account selection for new charge

  5. Fill in the fields with Description, CoA, and Charge/Credit Amount.

    Extra Charge/Credit fields
  6. Click Save Changes.

The charge or credit will then show in the Charge/Credit column. You can view the details by either clicking View in the Charge/Credit column, or clicking the account's name and then clicking View Extra Charge/Credit Invoices.

View link for charge

Learn how to mark an additional charge as paid, as you cannot do it by clicking view under Account Balance, nor can you do it by on the account invoice screen after clicking their name.

IMPORTANT: Credits DO NOT get automatically applied toward a pay by check balance. Read how to apply a credit toward the balance.

See Also
Pay an additional charge
Apply a credit to a Pay by Check charge
Refund check or credit card