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Add A Mission Trip Reserved Credit

A Mission Trip Reserved Credit is a credit your organization sets aside now, on a mission trip account, to apply toward a future enrollment.

Where to go

In the left sidebar, choose Mission Trips > Mission Trip Reserved Credits.

The Mission Trips section of the left menu, expanded to show Mission Trip Reserved Credits

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

Add a reserved credit

  1. Click Add New. The Add A Reserved Credit window opens.
  2. Fill in the required fields:
    • Mission Trip Account: use the lookup to find the account the credit is for.
    • Date Issued: the date you are issuing the credit.
    • Credit Amount ($): the amount of the credit.
  3. Click Add This Credit.

The Mission Trip Reserved Credits list with the Add New button outlined

Add New on the Mission Trip Reserved Credits list.

The Add A Reserved Credit window with account, date issued and credit amount fields

Fill in the three required fields, then click Add This Credit.

The credit appears in your list with a status of Issued. To use it, open it and apply it to an enrollment. See Apply A Mission Trip Reserve Credit To A Mission Trip Enrollment.

A reserved credit row in the list showing a status of Issued

A new credit lands in the list with a status of Issued.

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