Credit & Debit Brought Forward

How to start accounts with an opening balance and much more.

Abbie avatar
Written by Abbie
Updated over a week ago

Watch this video to learn how to make a balance adjustment for a child's account.

Prefer to read? See our full step by step guide below!

A credit or debit may be brought forward on the account. This is linked to the payments made & the status of the account balance.

Credit brought forward: This means the account has had an overpayment and therefore the account is now in credit.

Debit brought forward: This means the account is awaiting a payment to be made and therefore in debt. This will automatically be added to the next invoice generated.

Once you are happy with the generated invoice you are able to save a draft, mark as sent or send the invoice.

Save draft: This option allows you to save the invoice as a draft. Often you would save the invoice as a draft if you have to double check the amount or the line items that have been generated.

Mark as sent: This option allows you to mark the invoice as sent without actually sending it directly to the parent.

Send: This option allows you to send the invoice directly to the child’s selected primary contact to send invoices to.

If you are moving from another provider, the child's account may already be in debt or credit. To add this, click Children > Child > Finance > Option > Balance Adjustment > enter the Credit or Debit > Save. This creates you opening balance.

Please note: If you have not selected a primary contact a pop up will appear which is a prompt to assign a contact.

How to assign a contact?

Child > Finance > Contact and Bank Details > Select Contact > Select a contact to use as email address for primary bill payer > Add any additional recipients > Save.

Click assign contact on the pop up > Select a contact to use as email address for primary bill payer > Add any additional recipients > Save.

Please note, if the child does not have any contacts, by clicking assign contact on the pop up it will divert you to the contact page within the child profile whereby you will need to input contact information.

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