Useful Information
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 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 Pupil / Product B
Click on Confirm refund
Enter narrative, e.g. Pupil Name Product A to Pupil / Product B
Click on Done
To add the money to the Cafeteria account
Click on the Income tab
Select Miscellaneous Income
In the Details box put where the money is coming from and pupil name
Select Credit/debit
Enter the Gross amount
Click Done
You must then record the top up in the Cashless catering system for the balances to match
2. Where Catering Funds are Paid Directly to the Catering Company
- It is not possible to transfer these funds across the systems
- Contact your catering company to request a refund of physical funds back to the parent
- Enter the refund onto the Cashless catering system
- The balances will then update on all systems