Allocating a credit - Front office
1. Via Registers:
a. Students Register, searching and selecting the student, and then Credits.
b. Contacts Register, search and select using the filters, and then Credits.
c. Fee Register, search and select using the filter, and then Credits.
d. Credits Register, using the filters to search.
2. Via the top search box:
a. Entering details of the student, then Credits.
3. Via Receive a Payment.
a. Credit balance will display with allocation to fees available.
4. Once the credit has been located, select the dropdown next to Details.
5. Select Allocate to Outstanding Fees. Each fee will display with individual line items (where applicable).
This will enable an amount to be allocated in part or full, up to the value of the credit per line item.
6. Once complete, select Allocate.
To learn more about Sentral Finance, watch our video tutorials or view our user, admin and quick reference guides.