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Useful InformationAn account balance can be transferred, e.g. if an older sibling leaves the school, any balance on account can be transferred to a younger sibling to be used to pay for trips and products. |
Pre-Payment Account Transfer between Pupils
Click on
...
the Income
...
screen
...
Select Account transfer
Select the Account
...
type General pre-payment account
Select the pupil's account to transfer From
Select the pupil's account to transfer To
In
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the Amount
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box, enter the amount to transfer (to transfer a negative balance, use the minus sign first -5.00)
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Click OK
When advised that the transfer is complete,
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click OK
To view the pupil's balances, click on
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the Accounts
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tab and view
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the Pre-pay bal column for the pupils
See also
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