Initial balances have been set incorrectly

If you have incorrectly set initial balances for students, you can delete the invoice by following the steps below.

Please note that this process:

• cannot be used for credit notes - if a credit note has been added in error, contact us to get it removed. 
• can only be used for top-up type accounts (not clubs or trips).

Permissions

You'll need the Finance Administer permission to manage balances for payment accounts. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

Go to the student's profile and go to the Payments section. Select the account and go to the Invoices page.

Click on the carrying debt forward from old finance system invoice.

Click More information.

Click Delete Invoice.

Please note that you won’t be able to set an initial balance again. You would then need to add an invoice manually to the student profile if the amount was wrong. To do this, please view our guide on Creating invoices.