Once your clubs have been created you may need to add charges for late pick up, or alternatively provide credits for certain individuals.
This article will teach you...
How to record a charge or credit for a club.
IMPORTANT
If you need to add opening balances please see this article.
If you need to record childcare vouchers please this article.
Accessing Record Charges
The option to Record Charges is available within the Clubs feature.
However please note that this option is under Development so should not be used.
All charges, whether its a credit, debit, childcare voucher or late fee should be recorded using the Record Adjustment option as below -
Navigate to Finance [1] > Select Record Adjustments [2]
Select the relevant Payment Item [3] from the drop down list.
Choose to Credit or Debit the balance via Choose method [4]
Select the relevant Group from Choose Group 1 [5] - e.g Pupil
Select the Year or Reg group from Choose Group 2 [6]
You can also enter the pupils first name or surname in Pupil Name [7]
Click Search [8]
Now locate the pupil in the list.
Enter the amount you would like to credit/ debit in the Amount [9] box.
Enter the reason for the credit/ debit into the Internal comment [10] for audit purposes.
Enter a note to the parent in Notes to payer [11]
Scroll to the bottom and select Credit or Debit [12]
The system will then confirm that the transaction has been successful.