If you are a new school switching to using ParentPay you may have opening balances for
various payment items that you already have in school such as dinner money.You are able to enter any opening balances onto the ParentPay system once a relevant payment item has been created.
This article will teach you...
How to enter opening balances such as credit and debt.
NOTE
For payments with a running balance such as school meals or clubs, we suggest you enter the opening balances on the last school day before going live using ParentPay.
Entering opening credit balances
To enter any opening credit balances go to Finance > Record adjustments
- Please type in the Amount to credit against each pupil
- Enter an Internal comment and Note to Payer to make sure an audit trail is maintained
- Click Credit.
Entering opening debit balances
To enter any opening debit balances go to Finance Record adjustments
- Choose the payment item for which you wish to record a payment
- Choose method Debit
- Choose group 2 select the year/registration group or All pupils
- Click Search
- Type in the Amount to debit against each pupil
- Enter an Internal comment and Note to Payer to ensure an audit trail is maintained
- Click Debit
