Balance Updates - Parent Wallet

Adjustments 

SchoolsBuddy allows you to manually make adjustments to the parents' wallet. This could be in a Credit form or withdrawing to pay off a debt. 

  • Credit- Giving Funds - from the wallet
  • Withdrawal- Removing Funds - from the wallet

Parent Wallet Account 

Parent wallet account balances can be seen from the Wallet Accounts Overview tab, under the main fees tab.

From this screen you can search for a parent and sort by any of the headers. By default this screen shows those parents that have the highest credit balance.

View Transactions button will show details of any payment reference needed to process a refund with the original payment provider (PaySafe, Checkout, Stripe, AsiaPay, PayFort etc.). 

Credit button will allow you to add an amount to the parents' wallet. We would recommend that you always add in reference and a description of what the credit is, for your records. Two reasons to add credits this way. 

  • Ad-hoc credits
  • Opening Balances
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Withdrawal button will allow you to remove an amount from the parents' wallet. We would recommend that you always add in reference and a description of what the withdrawal is, for your records.