Managing Finances

Reconciling payments taken through Bluesnap is quick and easy with SchoolsBuddy's comprehensive financial reports. Once you have started proc...

Occasionally you will have a School leaver who leaves while having a balance on their account.  This video shows you how can clear these bala...

This article explains how to record offline payments, using cash, bank transfers, refunded credit, or childcare vouchers for example. In orde...

Adjustments SchoolsBuddy allows you to manually make adjustments to the parents' wallet. In order to perform these actions, you must have the...

Click the 'Fees' tab and it will automatically take you to the Summary page. Click on the Filter button to narrow down your search  Use the...

You can use groups to restrict the use of Childcare Vouchers to only those eligible to receive them. Click on 'Reception' on the Homepage C...

To make reconciliation with Paysafe clearer we have created a report to help you. Within the Fees and Reports tab, simply choose the Finance ...

We understand that sometimes it is difficult to match transaction amounts with your Paysafe payouts.  We can offer the following guidance to ...

On some occasions a payment provider may notify you that a bank has declined to pay as a transaction has been marked as fraudulent. Your paym...