IN THIS ARTICLE:
Learn how to edit or correct an existing charge on the family ledger.
- Why Would I Need to Edit a Charge?
- How Do I Edit a Charge?
Why Would I Need to Edit a Charge?
Everyone makes mistakes. Sometimes a charge gets entered for the wrong amount due to a discount or typing error, or a staff member forgot to enter a Promo Code. Either way, iClassPro makes it easy for you to make these corrections.
Follow the instructions below to correct the charges.
How Do I Edit a Charge?
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:
Correcting a discount
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 edited by clicking the pencil/edit icon next to the charge (1), removing or editing the discount field (2), saving the line item changes (3), then clicking SAVE & CLOSE to update the charge (4).
Correcting the charge amount
If the wrong charge amount was used, it's easy to fix. Simply edit the charge amount by clicking the pencil/edit icon next to the charge (1), removing or editing the amount field (2), saving the line item changes (3), then clicking SAVE & CLOSE to update the charge (4).(See example below.)
Adding an additional Line Item
If you simply want to add to an existing charge, find the charge on the family ledger, click the pencil icon, and select a Line Item Type to add a new line item to the charge. Remember to click Add Line Item to add each line item to the middle section of the charge window. Then click Save & Close when you are finished to save the full ledger entry.