Sometimes providers may need to transfer a payment between students, such as when a parent accidentally pays for multiple siblings on one account.
In these cases, we recommend recording an offline refund for the profile that contains the payment, then recording an offline payment on the profile where the payment should be transferred.
💡 Using offline refunds and payments ensures that no funds will change hands or be removed from your account or a parent's account. This method is helpful as it requires no additional work for the family.
Steps to transfer a payment
Step 1
First, go to the student's billing profile with the incorrect payment, click the All Transactions tab > Credits & payments.
Step 2
From there, you'll click Actions > Refund next to the payment. Chose the refund amount (how much was incorrectly paid) and be sure to select an offline method (cash/check).
Step 3
Now go to the student profile who should have the payment and click Select an action > Log a payment.
Step 4
Enter the amount that should have been paid for the student, then click Save & apply.