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Any credit balances for pupils who have left school can either be refunded back to the parent, or can be transferred to a sibling’s account. |
Group Rebate Wizard
Refund credit balances
Credit balances can be refunded one at a time or all in one go. This section shows you how to deal with all refunds at the same time.
- Click on the Admin tab
- Select End of academic year
- Select Group rebate wizard
Any pupils who have already been marked as a leaver will be listed on screen. If you have not already marked your leavers you will need to do the following:
- Click the Set filters
- Un-tick Only show leavers
- Enter the year group you wish to rebate and click OK
Any pupils who have a credit balance for Dinner Money, Extended Day or the Pre-payment Account will be listed here
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You can refund any credits in one go (for example Dinner Money and Extended Day), or you can just refund Dinner Money on its own
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You either need to tick the individual boxes or, if you would like to refund all Dinner Money, right click on the Dinner header and choose Select all
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- Click Next
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- Select the refund payment method, if you chose Cash, follow the next two steps through and confirm the rebate
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Refunding by cheque
You can either enter one cheque reference, or multiple cheque numbers associated with each pupil.
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One cheque reference
- Enter the Payment reference and click Next
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The names of the pupils and refund amount will be listed on screen
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- Click Next
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You will get the following message:
- Click Yes
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Multiple cheque reference
- Tick Manual reference
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- Click Next
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The names of the pupils and refund amount will be listed on screen
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- Click Next
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You will get the following message:
- Click Yes
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- You will be
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- prompted to enter the cheque reference, enter the reference and click Done
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- Repeat until you have entered all cheques
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- Click Finish
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Other Admin Functions
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