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If the trip income has been credited to the same bank account as cashless catering in school, it is possible to move the money across. |
Transfer a Trip online payments to Cashless Catering
If a parent requests that a trip payment processed on SCOPAY is transferred to the cashless catering account, rather than refunded (for example, when processed by mistake), see the 2 scenarios below.
1. Where the Trip and Cashless cafeteria cost centres both appear in the same bank account in SCO
Go to the Trips and
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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
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Canteen
Click on Confirm refund
Enter narrative, e.g. Pupil Name
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Transferred to Canteen
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
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entered narrative e.g. Transfer trip payment to canteen A Bloggs
- Select the Cafeteria/Canteen cost centre
Select Credit/debit
Enter the Gross amount
Click Done
- Enter a reference
- Click Done
IMPORTANT: You must then record the top up
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on the Cashless catering system for the balances to match
2. Where Catering
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funds are
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paid directly to a catering company
- It is not possible to transfer these funds across the systems
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- Refund the trip payment
- Ask the parent to topup the canteen account in the normal way
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