/
Pre-Payment Account Transfer between Pupils
Pre-Payment Account Transfer between Pupils
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
Click on the Income screen
Select Account transfer
Select the Account type General pre-payment account
Select the pupil's account to transfer From
Select the pupil's account to transfer To
In the Amount box, enter the amount to transfer (to transfer a negative balance, use the minus sign first -5.00)
Click OK
When advised that the transfer is complete, click OK
To view the pupil's balances, click on the Accounts tab and view the Pre-pay bal column for the pupils
See also
, multiple selections available,
Related content
Record Pupil Premium Payments
Record Pupil Premium Payments
More like this
How to switch Pupil IDs in Schools Cash Office
How to switch Pupil IDs in Schools Cash Office
More like this
Configure Dinner Money for Online Payments
Configure Dinner Money for Online Payments
More like this
Inter-account or Unsettled Debts in Banking
Inter-account or Unsettled Debts in Banking
More like this
Transfer a Cashless catering payment to a Trip or Event
Transfer a Cashless catering payment to a Trip or Event
More like this
Link or Unlink Siblings to an Existing Online Account
Link or Unlink Siblings to an Existing Online Account
More like this
Contact our Customer Support Team
support@tucasi.com | 02380 016 564
Copyright Tucasi Ltd 2004 - 2023