Handle transfers, leavers and credits

import { Aside } from ‘@astrojs/starlight/components’;

For bursars and Directors. Three situations that confuse the books — and how SqoolHQ handles each.

Class transfer

When a student moves class (from the student record, by the Director), they are re-billed at the new class’s rate from the transfer date. Payments made before the transfer keep their old class in reports — past collections never move.

Leavers

A student who leaves but still owes appears in Leavers & transfers with outstanding balances on the Balances page. Arrears stay collectible — the same Collect button works.

Credits (paid more than billed)

Paying more than billed creates a credit — a negative balance that rolls into next term. A parent who overpaid in Term 1 sees it as brought-forward credit in Term 2.

B/F (brought forward)

Unpaid amounts carried from earlier terms, added to the current term’s billed amount. New students never receive B/F from before they joined.