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. However, in order to perform these actions, the user must have the Advanced fee admin staff role set by the super user for this withdrawal or credit to be applied.
- Credit - Giving Funds to the wallet
- Withdrawal - Removing Funds from the wallet
Parent Wallet Account
To access the Parent wallet account
- Click on 'Fees'
- Click on 'Wallet Accounts Overview'
You can view the balances from this tab. You can search for the Last name of a parent and sort by any of the headers. By default this screen shows those parents that have the highest credit balance.
From this screen, there are 3 options (Credit and Withdrawal buttons will only be available if you have the Advanced Admin Fee role)
- View Transactions
- Credit
- Withdrawal
Clicking on the '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.).
On this screen, if you check the 'Show Source Transactions' box, this will show any transactions in more detail
The Credit button will allow you to add an amount to the parents' wallet. We would recommend that you always add in a reference and a description of what the credit is, for your records.
- Add a description
- Add a reference
- Enter the amount you wish to credit
- Click 'Raise Credit'
Two reasons to add credits this way.
- Ad-hoc credits
- Opening Balances
The 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.
- Add a description
- Add a reference
- Enter the amount you wish to withdraw
- Click 'Withdraw'
