Record scholarship, voucher or payroll funds received

• Finance
• Director
• Admin
• Needs: Billing
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

When a funder pays, record the money first; then reconcile it against invoices. This action is only on computers and tablets.

Steps

1. Click + on the Billing Dashboard, the Reconciliation dashboard, or a child's Tuition Statements, and choose Add Scholarship Credit.

   Screenshot coming soon01 · /reconciliation-dashboard

   Add Scholarship Credit from the Reconciliation dashboard

2. Select the child if asked.
3. Click the scholarship rate this money belongs to ("Select the scholarship rate for this credit.") and click Next.
4. Enter how much you received and click Next.
5. Enter the Reference Number from the funder and click Next.
6. Pick the service period the money covers and click Next, or Skip.
7. Add an optional Note and click Save, or Skip.

Tips

• When an invoice's Reconcile dialog says no credit is available, its Add [type] Credit button opens this same flow for that line.
• The money appears in the Credit Bank as Scholarship Credit, Voucher Credit or Payroll Deduct Credit.

Troubleshooting

• "No Scholarship Rates Found". Create a scholarship or voucher rate first.