How do I add monetary credits to a client's account?

Adding Monetary Credits to Client Accounts

To add a monetary credit to a client's profile, navigate to the client profile to which you wish to add a monetary credit and click the Add Credit button. 

NOTE: monetary credits should be added to the payer's account, not the student's. Typically the payer is one of the student's account manager(s). For adult students, the monetary credits can be added directly to their accounts.  

NOTE: monetary credits in Opus1.io are NOT automatically applied to the next future invoice. Monetary credits will remain on a client's account until used by the client or staff on their behalf.   

Next, provide a Reason for the credit - this will be used as a label for the account credits. Then specify an Amount and click Add.  

And a monetary credit will be added to the client's account.