Before you can add a balance to a bill payer, you need to assign a bill payer.
Do the following when a bill payer is added
- Click Edit Info in the bill payer box to the left on the invoicing tab of a child
- Find the New Item box at the top right
- Select either Balance Adjustment, Surcharge or Credit
- If you are doing a balance adjustment enter a regular number for credit balance or a number with a negative sign in front for a debit balance
- You do not need to add signs to credits or surcharges
- You can add a note and press save