How to Transfer Credit to a Sibling on SchoolMoney

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