Payments for Running Balance Clubs can be added to the Student Account by Admin Staff from the Student List page. This process can be used for the following scenarios;
- Parents have Vouchers by using the payment method ‘Voucher’ this will add funds to the selected accounts so the parents can then book onto the club via MyChildAtSchool
- Used to Write off Debt for Students.
- Use to add Migrated Balances from another MIS.
See also How to Manage Existing Orders in MyChildAtSchool and How to Make an Offline Payment for a Club.
Access: The permissions required for Running Balance Payment are found in the Framework Module of Config>Setup>Roles and Permissions.
Navigate to Students > select one or more Students > Actions > Running Balance Payment.
This will open a Running Balance Payments pop-up.
- Select the Club from the Running Balance Club dropdown list.
- Select the Payment Method from the drop down choices
- Enter in the Amount to be applied to the selected Students
Click Apply to Selected
- A Comment can be added by clicking on the blue Comment icon to the right of each row.
When finished click on the Save button to keep the pop-up open or the Save & Close to close the pop-up.
In the example the selected students all have different amounts simply type the amount into the column, the example below shows Cash payments of different amounts to the same Running Balance Club
The example below shows a Voucher payment
Write Off Debt
In the example below for a single student a school wants to write off a debt of £10.00 from a Running Balance Club
This process can also be used for multiple students in the same Running Balance Club, simply enter in the required Amount
- Type in the required Amount and choose Other as the Payment Method, use the notes bubble to add a note as required
- Click Save & Close
Migrated Balances
This process can be used in the example a school has Running Balances in another MIS that they want to migrate over to Bromcom.
In this example the Payment Method is set to Other and if required a Comment can then be added to the Payment, for example ‘Migrated Balance’, once entered the Comment bubble shows Green.
