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

1. Against the first product (Dinners, Clubs, Products* or a Trip), select the pupil with the credit 

2. Click on the red Payment button (*for Products, first click on the Income tab)

3. Select Refund

4. Select the Credit/debit option

5. Enter the amount to refund

6. Enter a Memo, e.g. transferred to Pupil / Product B

7. Click on Confirm refund

8. Enter narrative, e.g. Pupil Name Product A to Pupil / Product B

9. Click on Done

10. Against the second product (Dinners, Clubs or a Trip), select the Pupil to move the credit to

11. Click on the Payment button

12. Select the Credit/debit option

13. Enter the amount to pay (same as above)

14. Enter a Memo, e.g. transferred from Pupil / Product A

15. Click on Confirm payment

16. Enter narrative, e.g. Pupil Name Product A to Pupil / Product B

17. Click on Done

In Banking, these two transactions will total 0.00 and can be reconciled with your next statement, if required.

See also

Transfer Dinner Money Funds between Pupils / Siblings

Transfer Extended Day Funds between Pupils / Siblings

How do I transfer a cashless catering payment?

SCO Modules

FAQs