Follow our step-by-step guide to find out how to transfer any leftover credit from a leaver’s account to a sibling on the SchoolMoney system.
- Click on the Cashier Tab
- In the ‘Type Student Here’ box, start entering the student’s name and click on the name when it appears in the drop-down
- Any credit will be shown in the top right-hand corner ‘Parent in Credit By’
- Click on the credit amount in green to bring up the Manage Credits window
- Select the credit to be transferred to the sibling so that it highlights in grey & then click on the Transfer Credit to Sibling button
- It will bring up a popup window where you can select the name of the Sibling and enter the amount you would like to transfer
- Click ok