Handling Outstanding Balances for Customers Who Leave

Managing unpaid invoice amounts for customers no longer attending your school

When a customer leaves your school with an unpaid balance on their invoice and has no intention of settling the debt, there are steps you can take to adjust the account using credit. This method will allow you to write off the outstanding amount and ensure your billing records remain accurate.

How to Adjust the Account with Credit

1. Click < to the right of Billing
2. In the expanded menu click Add Credit
3. Select the customer who has left.
4. Enter the remaining unpaid amount on the invoice.
5. Click Create to apply the credit.

This will effectively clear the outstanding debt, reconciling the account balance without it being considered a payment.

Alternative Method: Editing the Invoice

If you prefer, you can also adjust the invoice directly to match the amount paid with the amount owed. Learn more about editing a part-paid invoice here ➡️ Editing Part-Paid Invoices

Final Steps

Once the debt is addressed, you can either delete the customer from the system or mark them as inactive, keeping your records clean and up-to-date.

We hope this guide helps you manage unpaid balances smoothly. If you have any questions or need further assistance, please don't hesitate to reach out to our support team. We're here to help!