This 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 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 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. See also Transfer Dinner Money Funds between Pupils / Siblings Transfer Extended Day Funds between Pupils / Siblings How do I transfer a cashless catering payment?Useful Information
However, if the different product income is in the same bank account, the following is a good workaround.To Transfer Funds Between Different Products / Modules
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