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Go to the Trips and Events tab
Select the trip (either double click, or click once then click Trip payments at the bottom of the screen)
- Click on the red Payment button against the pupil with the credit
Select Refund
Select the Credit/debit option
Enter the Amount to refund
Enter a Memo, e.g. transferred to Pupil / Product B
Click on Confirm refund
Enter narrative, e.g. Pupil Name Product A to Pupil / Product B
Click on Done, click on Done
To add the money to the Cafeteria account
Click on the Income tab
Select Miscellaneous Income
In the Details box put where the money is coming from and pupil name
Select Credit/debit
Enter the Gross amount
Click Done
- Enter a reference
- Click Done
IMPORTANT: You must then record the top up in the Cashless catering system for the balances to match
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2. Where Catering Funds are Paid Directly to the Catering Company
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