Entering opening balances

If you are a new school switching to using ParentPay, you may have balances on existing payment items in school e.g Dinner Money

You can enter any opening balances onto the ParentPay system once a relevant payment item has been created.

 

Please note: For school meals you will need to enter the opening balances on the last school day prior to going live with using ParentPay for Dinner Money Management.

 

Entering your opening credit balances

  1. Go to Finance > Record adjustments

  1. Choose payment – item for which you wish to record a balance
  2. Choose method – credit
  3. Choose group 2 – select the year/registration group or All pupils
  4. Click Search

  1. Type in the Amount to credit against each pupil
  2. Enter an Internal comment and Note to Payer (optional) to ensure an audit trail is maintained
  3. Click Credit

 

 

Entering your opening debt balances

To enter any opening debt balances

  1. Go to Finance > Record adjustments
  2. Choose payment item for which you wish to record a debit
  3. Choose method debit
  4. Choose group 2 select the year/registration group or All pupils
  5. Click Search

  1. Type in the Amount to debit against each pupil
  2. Enter an Internal comment and Note to Payer (optional) to ensure an audit trail is maintained
  3. Click Debit