How to add carry over balance from another SMS (2 ways):
1. Go to each child’s records > Booking & Fees tab > Fees Details > Add new fee: Select Carry over balances from another SMS fee. Then on the Unit price field, enter the balance they are owing, select the start date then select One-off option.
For credit balances, kindly go to the Finance & Accounts page > Accounts then on the Credit notes tab. Click the 3-line icon to add a new credit note. Fill out the details and the unit price should be their credit amount.
2. Or you can add them directly on the invoices. Once the first invoicing round is ready, you can go to each child’s draft invoices, edit the invoice and add a new fee on the invoice.
- Click on the invoice and click Edit at the top right of the invoice.
- Add fee > Select “Carry-over balances from another SMS” as this fee will already be added to your centre’s account by default.
- Click Save.
- Now the invoice will have an additional line item. (Current period invoice + Carry-over balance).
