Note: All pages shown below are subject to having relevant Roles and Permissions.

In this guide, you will be shown how to correct or zero off the Dinner Balance of a Student who is in credit but no longer should be.

This scenario normally occurs when a Student leaves the school without finishing their Dinner Balance. There are two ways to carry out this task, each method will be shown below.

Method One – Dinner Account Balance

To begin we will check the Student’s Dinner Balance by going to the Students List page and select the Student.

Once they are selected, press Actions>Dinner Account Balance.

This will open a pop out window which displays the Student’s Dinner Balance, where you can see below that they have £3 credit.

Make a mental note of the Dinner Balance and then press Add.

This will open the Transaction Record window which will be set to Dinner by default.

Switch the radio button to Payment and when the window updates, set the Payment Method to Other.

Once the Payment Method and Amount are set, make sure Confirmed? is ticked and then add a Comment if you wish.

Press Create to Apply and Confirm the Payment.

You will receive a success notification in the top right corner of the MIS.

You will then be redirected back to the Dinner Account Balance window where you will once again see that the Dinner Balance has been corrected.

Method Two – Dinner Payment

The second method starts in the same place, which is selecting a Student from the Students List page.

Once they are selected, press Actions>Dinner Account Balance.

This will open a pop out window which displays the Student’s Dinner Balance.

In the example below, you can see they have £3 credit.

Now that we have identified the Student’s Dinner Balance, press Close.

With the Student still selected, press Actions>Dinner Payment.

This will open the Dinner Payments pop out window.

First, set the Payment Method to Other.

To correct the £3 credit, we need to add a MINUS Payment for the same Amount which would be -£3.

Once the correct Amount has been entered, tick the box next to the Student’s name and press Apply to Selected.

You will see now that the Amount has been applied to the Student’s Dinner Balance.

All you need to do now is press Save & Close which will Apply and Confirm the Payment for you.

Note: Pressing Save will not Confirm the Payment and you would need to go to Actions>Confirm Dinner Payments after to do this.

You will receive a success notification in the top right of the MIS.

Now if you go to Actions>Dinner Account Balance for the Student again, you will see the Dinner Balance has been corrected.

If the Student is a Leaver

If the Student is a Leaver, there is an additional step you must take because you cannot use Dinner Account Balance or add a Dinner Payment for a Leaver Student.

While on the Students List page, you need press Search Filters.

This will open an additional section where all you need to do is untick the Active Date Filter while the Status is still On Roll.

This will show all Students who have ever been On Roll including Leavers, but it looks at them in a way where they are viewed as previously On Roll rather than Leavers who are no longer On Roll.

Once all of your previously and currently On Roll Students are visible, you can now select a Leaver Student and carry out the same steps from the previous sections of the guide (Actions>Dinner Payment or Actions>Dinner Account Balance>Add).