Quick answer:
The Fees Summary screen shows, for each group, what was charged, any adjustments, money received, transfers out to parent wallets and the balance outstanding. Select the + icon to expand the summary to group, event and person level.
For staff checking charges, payments and outstanding balances in SchoolsBuddy.
What the columns show
The summary screen has a Date column, a Group column and five fee columns. The columns support the way schools work with multiple charges, corrections, discounts, payments, refunds and more.
| Column | What it shows |
|---|---|
| Date | The date of the transaction, not the date of the event. |
| Fees Charged | What the student or member was originally charged. |
| Adjustments | Any change to a charge, whether for a discount, correction, cancellation or write-off. All of these count as adjustments. |
| Fees Rec'd | Money received against the charge, by online methods (if enabled), offline methods, childcare vouchers or an existing parent wallet. |
| Transfers Out | Money given back to the parent. To reduce the admin of refunds, any money owed to a parent is first transferred to their parent credit wallet. From there you can refund it if you need to, or leave the credit for future payments. |
| Balance Outstanding | Either 0 or the total debt for that group, year or grade. Select the + icon on the left to see summaries at group, event and person level. |