Page Comparison

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• Dinners and Extended Day
• Different Extended Day Clubs
• Dinners and Trips
• Extended Day and Trips
• Products (Uniform, Revision Guides) and Trips
• Trip to Trip

To Transfer Funds Between Different Products / Modules

1. Against the first product (Dinners, Clubs, Products* or a Trip), select the pupil with the credit 
2. Click on the red Payment button (*for Products, first click on the Income tab)
3. Select Refund
4. Select the Credit/debit option
5. Enter the amount to refund
6. Enter a Memo, e.g. transferred to Pupil / Product B
7. Click on Confirm refund
8. Enter narrative, e.g. Pupil Name Product A to Pupil / Product B
9. Click on Done
10. Against the second product (Dinners, Clubs or a Trip), select the Pupil to move the credit to
11. Click on the Payment button
12. Select the Credit/debit option
13. Enter the amount to pay (same as above)
14. Enter a Memo, e.g. transferred from Pupil / Product A
15. Click on Confirm payment
16. Enter narrative, e.g. Pupil Name Product A to Pupil / Product B
17. Click on Done

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