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Useful InformationThis section describes how to move money from one pupil or product to another where the payment may originally have been made incorrectly, or there is a credit balance that needs to be transferred. It is not possible to create a direct transfer of funds between products, except for Dinners or the same Extended Day Club. For cashless catering payments, see see How do I transfer a cashless catering payment?. |
This process applies to transferring funds between
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
Against the first product (Dinners, Clubs, Products* or a Trip), select the pupil with the credit
Click on the
...
red Payment button (*for Products, first click on the Income tab)
...
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
Against the second product (Dinners, Clubs or a Trip), select the Pupil to move the credit to
Click on
...
the Payment button
Select
...
the Credit/debit
...
option
Enter
...
the amount
...
to pay (same as above)
Enter
...
a Memo, e.g. transferred from Pupil / Product A
Click
...
on Confirm payment
Enter narrative, e.g. Pupil Name Product A to Pupil / Product B
Click
...
on Done
In Banking, these two transactions will total 0.00 and can be reconciled with your next statement, if required.
...
Transfer Extended Day Funds between Pupils / Siblings
How do I transfer a cashless catering payment?