Note: All pages shown below are subject to having relevant Roles and Permissions.
In this guide, you will be shown how to Add and Confirm Dinner Payments. The need for this action normally occurs when a parents does not have MCAS but wants to top up their child’s Dinner Balance.
To begin, go to the Students List page and select the Student/s you need to add Dinner Payments for so that they are highlighted blue.
Once the Student/s are highlighted, press Actions>Dinner Payment.
This will open the Dinner Payments window where you will see the current balance of each Student you selected.
At the top of the window, you will notice there are options for Payment Method and Amount, the options you select here need to reflect how the parent made the payment (£40 Cash for example).
In the example below, the Payment Method has been set to Cash and the Amount is £20.00.
Once the Payment Method and Amount are set, tick the box next to the Student’s name and press Apply to Selected.
This will Apply the payment to the Student’s balance as you can see below, their balance is £80 and a payment of £20 is being added.
The payment just needs to be Confirmed to actually update the balance (this is covered shortly).
The Dinner Payment has been added for the first Student, now the payment for the second Student needs to be added.
In the second example below, the Payment Method has been set to Cash and the Amount is £60.
In the same way as before, the box next to the Student’s name needs to be ticked and you need to press Apply to Selected.
This will Apply the payment to the second Student’s balance.
Now that both sets of payments have been Added, it is time to Confirm them. This is done by pressing Save & Close.
This will provide you with a success notification on the top right of your screen.
With the same Students still selected, if you return to Actions>Dinner Payment you will see now that their balances have now updated to reflect the payments you have added.
Note: You can also check their balances via Actions>Dinner Account Balance.
Pressing this will open the Dinners and Payments window, where payments made in the last 30 days will display by default, but you can amend the Start Date to look further back if needed.
Below is a video demonstration of the process, which has been carried out on a test system with fictitious data.