This facility is used in cases where errors are made during the payment process. For example, if the parent pays for the incorrect fee or if the incorrect child was selected as the attendee of a fee.

Step 1: Click on Payment Reports and select Payment Transfer in the drop-down options. 

Step 2: Select the fee that has already been paid for from the Fee Name list. 

Step 3: Click Select to transfer the payment to a different class/fee. Click Change Name to transfer the payment to a different family member.

(a) If you have clicked Select, you will then be directed to the page below. Select the relevant fee item and click Transfer.

(b) If you have clicked Change Name, you will then be directed to the page below. Select the relevant family member to whom you would like the payment to be transferred. 

Step 4: When you transfer the payment to a new fee, if there is a discrepancy between the old and the new fee amounts, the system will then ask you to either Ignore or Record this discrepancy. Recording the amount will be posted against the relevant end user's account as owing or in credit.