Editing or Correcting Charges

Everyone makes mistakes. Sometimes a charge gets entered for the wrong amount due to a discount or typing error. Follow the instructions below to correct the charges.

Go to the family page to edit the family's ledger.

1. Click the Ledger icon ($) next to the family in question.

2. View all charges on the family's ledger by clicking View Full Ledger.

3. Find the charge you would like to edit and click the pencil icon to open the details.

4. In the charge details, figure out which one of the following scenarios occurred and take the steps listed under the correct scenario:

Scenario 1: The Wrong Discount was Applied to the Charge

If the wrong discount was applied to the charge, it could have happened in one of two ways.

If a Discount Line Item appears in the charge that is distributed across all line items on the charge entry, you can simply click the x next to the line item to remove it (as seen below). Save the charge. Then enter the correct discount.


If a line item was discounted directly (using the discount $ or % field under the line item when entering the charge, rather than the Discount Line Item Type) then the line item will need to be deleted using the red x next to the line item description inside of the new charge window. (Seen Below) Then the line item will need to be recreated before saving the charge again.


Scenario 2: The Wrong Charge Amount was Used

If the wrong charge amount was used, it's easy to fix. Simply edit the charge by clicking the pencil icon. Then, click the pencil icon next to the line item with the wrong amount to edit the charge amount. Save the line item and then the window. (See example below.)


Scenario 3: Additional Items Need to be Added to the Charge

If you simply want to add to an existing charge, find the charge on the family ledger, click the pencil icon, and add one or more new line items to the charge at the bottom of the screen. Remember to click +Add Line Item to add each line item to the middle section of the charge window. Then click Save when you are finished to save the full ledger entry.

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.