You may have credits that are only to be used to offset specific charges, such as Sibling Discounts only being used to offset Tuition Fees. These can be linked via the Financial controls in Spider.
NOTE: the charge and the discount cost centres must have the same invoice date for the link to work.
In Spider > Finance > Financial > Cost Centre Links
You will need to have administration rights to be able to do this.
- Select the main cost centre / charge the credits must be offset against
- Tick the cost centre / credits that should be applied against the main charge. Close the popup screen using the cross at top right corner (will save automatically)
When this is done, the linked cost centre/s show beneath the main charge with the same date and are greyed out. They only can be activated by choosing to pay the main account.