Go to Fees > Wallet Accounts Overview. From there you can view a parent's wallet transactions, add credit or withdraw credit. Adding and withdrawing credit needs both the Fees and Advanced Fee Admin permissions.
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Balance updates: parent wallet
For staff who need to view or adjust the credit in a parent's wallet.
To make adjustments you need the Fees permission and the Advanced Fee Admin permission. If you do not have them, ask your super admin to assign them.
| I want to | Go to |
|---|---|
| See a parent's credit history | View transactions |
| Add funds to a wallet | Raise credit |
| Remove funds from a wallet | Withdraw credit |
Open Wallet Accounts Overview
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Select Fees on the homepage.
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Select Wallet Accounts Overview in the menu panel.
This tab shows the credit in each parent's wallet. By default, parents with the highest credit balance appear first. Search for a parent by first name or last name.
View transactions
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Select View Transactions to see the parent's credit transaction history.
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Tick Show Source Transactions to show related transactions.
Raise credit
Use Credit to add an amount to the parent's wallet, for example a referral bonus for activities.
You do not need to raise credit when issuing a refund. Credits are assigned automatically when you adjust the student's account.
Add a description.
Add a reference. Include one every time so your records stay accurate.
Enter the amount you want to credit.
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Select Raise Credit.
Withdraw credit
Use Withdrawal to remove an amount from the parent's wallet. Always withdraw the credit after you process a bank transfer or credit card refund.
Add a description.
Add a reference, so you have a record for the future.
Enter the amount you want to withdraw.
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Select Withdraw.
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