Credits & Scholarships

Conductly provides two distinct ways to offer financial flexibility to your students: credits for make-up lessons or refund alternatives, and scholarships for tracking school-paid tuition aid. Both are managed from the student detail page.

Credits

Credits are used to compensate students for lessons they miss, cancel, or are due a refund for. There are two types of credit, each tracked differently.

Credit Categories

• Make-up Credit — A credit for a specific lesson duration (for example, 60 minutes). When the student books a make-up lesson, this credit is applied. Make-up credits track minutes, not dollar amounts, so they stay valid even if the lesson rate changes later.
• Refund Credit — A credit for a specific dollar amount that can be applied against a future invoice. Use this when a student is due money back but you'd rather apply it as a credit than process a refund.

Adding a Credit

1. Open the student's detail page.
2. Click Add Credit.
3. Choose the category: Make-up or Refund.
4. Enter the value:
   • For Make-up Credit, enter the duration in minutes (for example, 30, 45, or 60 minutes).
   • For Refund Credit, enter the dollar amount (for example, $50.00).
5. Optionally set an expiry date. Credits without an expiry date never expire.
6. Click Save.

tip

Add a note when issuing credits so your team has context for why the credit was given — for example, "Makeup credit for missed class on 3/15" or "Refund from withdrawn student."

Viewing Credits

All of a student's credits appear in the Credits section of their detail page. Each entry shows:

• Category (Make-up or Refund)
• Value (e.g., "60 min" or "$50.00")
• Expiry date (if set)
• Whether the credit has been used

How Credits Are Applied

• Make-up credits are applied when the student books a lesson matching the stored duration. The credit is consumed automatically.
• Refund credits can be applied to future invoices as a line-item reduction, either automatically during invoice generation or manually when editing a draft invoice.

Removing a Credit

To remove a credit that was added in error:

1. Open the student's detail page.
2. Navigate to the Credits section.
3. Click the credit entry and select Remove or Void.
4. Confirm the removal.

Removed credits are preserved in activity history for audit purposes but will no longer apply to future invoices.

Scholarships

A scholarship is an amount the school pays on behalf of a student. When a scholarship is assigned, Conductly records a scholarship payment on every eligible invoice the student generates. The student pays the remainder.

note

Scholarships are not discounts — they're a way to track what portion of a student's tuition is being covered by financial aid the school provides. The student sees their invoice with a scholarship payment applied, and pays what's left.

Scholarship Types

Conductly supports three scholarship types, each with different semantics:

• Full Scholarship — The school covers 100% of the student's tuition. The student pays nothing. Invoices are automatically marked as paid by the scholarship payment.
• Percentage Based — The school covers a percentage (e.g., 50%) of the student's tuition. The student pays the rest.
• Fixed Amount — The student pays a fixed amount each billing cycle (e.g., $50/month). The school covers any remaining amount above that. Useful when a school wants to set a flat "student contribution" and cover everything else.

Assigning a Scholarship

1. Open the student's detail page.
2. Click Assign Scholarship.
3. Pick the scholarship type:
   • Full Scholarship — no additional value needed.
   • Percentage Based — enter the percentage the school will cover (e.g., 50 for 50%).
   • Fixed Amount — enter the amount the student will pay each cycle (e.g., 50.00 for $50/month). The school covers the rest.
4. Click Save.

From that point on, any invoice generated for the student will include a scholarship payment line showing how much the school is covering. The invoice total shown to the family is what they owe after the scholarship is applied.

Viewing Scholarship Activity

Scholarship payments appear in the Payments list with payment method Scholarship. They're also aggregated in the Scholarships report under Reports → Financial, which shows total scholarship amounts by student, period, or program.

Updating or Removing a Scholarship

1. Open the student's detail page.
2. Navigate to the Scholarship section.
3. Click Edit to change the type or value, or Remove to end the scholarship.

Changes take effect on future invoices. Existing invoices are not modified.

Credits vs. Scholarships

Feature	Credits	Scholarships
What it is	Compensation for missed lessons or refunds	Tracking of school-paid tuition aid
How it's tracked	By duration (minutes) or dollar amount	By percentage or fixed amount the school covers
When it applies	When a matching lesson is booked or invoice is generated	On every invoice automatically
Duration	Until used or expired	Until updated or removed
Best for	Make-up lessons, refund alternatives	Financial aid, teacher-child tuition waivers

tip

You can use credits and scholarships together. For example, a student on a 50% scholarship who misses a lesson might also receive a make-up credit for that missed session. The two systems work independently.