Amend Register Account Balances

Students, staff members, or any other person added as a member of a register, have a specific account balance for each register they are added to.

To make sure balances are accurately recorded for your organisation's financial reports, you must adjust balances when: 

  • Register members have been assigned to an incorrect price band
  • Register members are moved to another price band and have already paid for future bookings or orders
  • A parent or carer requests a balance is transferred from one student to another

    Account balances cannot be transferred between different registers. If the request is for the balance to be used for another register, refund the payments that make up the balance, then ask the parent, carer, or staff member to top-up the required account .

Did you know?
You can check which account balances have been adjusted for the required register by running the Register Balance Report.