How To Edit The Bill Payer On A Draft Credit Note

1. Navigate to the Money tab, and click Credit Notes

2. Select Draft, open the credit note, and select Edit.

3. Click on the For (Bill Payer) or For (Student) field.

   1. To (Bill Payer) → If editing this first, the student will remain with the original selection.

   2. For (Student) → if editing this first, the bill payer will auto-populate to the primary bill payer of that student.

4. Select save credit note or save and approve credit note to save changes

How To Edit The Bill Payer On An Approved Credit Note

1. Navigate to the Money tab, select Credit Notes and click Current.

2. Open the credit note and select Edit.

3. If the credit note has been applied, you cannot edit the bill payer.

4. You can alter the bill payer if the credit note has not been applied to an invoice

Last Updated: 07 Mar 2025