Zero Out Season Credits
Preview and clear leftover season credits for eligible families by posting a matching adjustment from System Reports.
What this report does
Zero Out Season Credits clears leftover credits for a season by posting an adjustment for the same amount on each eligible family. Use it when you do not want to roll those credits into another season with Transfer Season Balances.
Families with a balance owed or a zero balance are skipped. The page previews eligible families as soon as you pick a season.
Who can open it
You need:
- An Administrator login
- Access to reports and financial tools (the finance / report permissions your roles grant)
- Financial features enabled for your organization
The report is listed under Reports → System in the Money group. It is not available on free plans.
Open and choose a season
- Go to Reports → System.
- Under Money, open Zero Out Season Credits.
- Under Season, choose the season to clear.
- Wait for the preview. Zero out credits stays disabled until at least one family has a credit ready to clear.
Read the preview
The summary cards show:
| Card | Meaning |
|---|---|
| Ready to zero out | Families with a credit, plus the credit total |
| Balance owed | Families skipped because they owe money (not a credit) |
| Zero balance | Families already at $0.00 |
The Credits to zero out table lists Primary Contact, Season Balance, and Adjustment, with a Total row for the balances.
Zeroing out credits posts real adjustments and sets each family's season balance to $0.00. Review the preview before you confirm.
Run the zero-out
- Click Zero out credits.
- Confirm the dialog (it names the season, how many families will be adjusted, and the total credit to clear). The confirm button is labeled Zero out credits.
- When it finishes, Campium reports how many families were adjusted and how many were skipped.
Related pages
- Credits for reviewing credits one family at a time
- Transfer Season Balances to move balances into another season instead of clearing them