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Pre-Payment Account Transfer between Pupils

Pre-Payment Account Transfer between Pupils

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Useful Information

An 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.
This could include a negative balance.

Pre-Payment Account Transfer between Pupils

  1. Click on the Income screen

  2. Select Account transfer

  3. Select the Account type General pre-payment account

  4. Select the pupil's account to transfer From

  5. Select the pupil's account to transfer To

  6. In the Amount box, enter the amount to transfer (to transfer a negative balance, use the minus sign first -5.00)

  7. Click OK

  8. When advised that the transfer is complete, click OK

  9. To view the pupil's balances, click on the Accounts tab and view the Pre-pay bal column for the pupils



See also

SCO Modules

FAQs



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