Release Date: January 26, 2026
Account Charges now follow structured lifecycle rules similar to invoices. Charges can no longer be deleted and must be managed through controlled actions to preserve financial history.
Cancel Charge
Charges can be cancelled, but not deleted.
When a charge is cancelled:
- All applied payments, credits, and deposits are reversed
- The charge total remains for historical reference
- The balance is set to $0
- The charge becomes locked
- The charge cannot be uncancelled
If corrections are required, a new charge must be created.
This protects financial records while maintaining a clear audit trail.
Reverse Charge
The Reverse action allows a charge to be negated while preserving the original transaction.
When a charge is reversed:
- Applied payments, credits, and deposits are unapplied
- A credit entry is created to offset the charge
- The charge balance becomes $0
- Both the original charge and the reversal credit are locked
Unlike Cancel, Reverse keeps the original charge visible in history along with the offsetting negative credit.
Once reversed, no further modifications can be made.
Charge Editing Controls
Charges may still be edited, but financial amounts cannot be changed after creation.
You may update:
- Associated program
- Associated course
- Due date
- Notes
These restrictions ensure accounting integrity while allowing administrative adjustments.
