Apply A Mission Trip Reserve Credit To A Mission Trip Enrollment

A Mission Trip Reserved Credit is issued to an account first, then applied to an enrollment when you are ready to use it. Here is how to apply one, and how to release one you have already applied.

Open the credit

1. In the left sidebar, choose Mission Trips > Mission Trip Reserved Credits.
2. Find the credit you want and click its open icon to open the Reserved Credit Details page.

Mission Trip Reserved Credits sits under Financials in the left menu.

The open icon takes you to Reserved Credit Details.

Apply it to an enrollment

1. Turn on Credit Has Been Applied.
2. Set the Date Applied.
3. Choose the enrollment in the Applied To Enrollment list.
4. Click Save All Changes to save and keep working, or Save All & Exit Record.

The three fields that apply a credit.

Save All Changes keeps you on the credit.

Once a credit has been applied, those three fields lock on this screen so it cannot be applied twice. Applying re-prices the enrollment in the same step, so its Total Enrollment Cost and Balance Due drop by the credit straight away.

You can still change an applied credit's Credit Amount. When you do, the enrollment's Reserved Credit discount changes by the same amount, so the two stay in step. The same check applies as on un-apply: if the enrollment's reserved-credit discount no longer matches this credit's amount, the save is refused and nothing changes.

The enrollment's Billing tab is where you check the credit came off.

Release a credit you have applied

1. Open the credit's Reserved Credit Details page.
2. Click Un-Apply This Reserved Credit in the title bar.
3. Confirm. The credit becomes available to use again, and its discount comes off the enrollment at the same time.

Three things stop an un-apply. If the record is locked, unlock it under Record Permissions first. If the enrollment it is applied to is locked, only a Master Admin can apply, change or remove a credit on it, so unlock the enrollment first. And if the enrollment's reserved-credit discount no longer matches this credit's amount, we cannot tell which discount line belongs to this credit, so sort the enrollment's credit lines out first and then un-apply.

Delete a credit you have applied

If you delete an applied credit instead of un-applying it, its discount also comes off the enrollment and the enrollment is re-priced, so its Balance Due goes back up. The credit is gone, so it cannot be used again. The same checks that stop an un-apply stop the delete.