If you are receiving deposits into your bank account directly by parents you may wish to import a payment file rather than enter each payment manually.
Go to Extracts > Payment File Import
To do this the import file must be correctly formatted.
- It must be a .CSV file
- Column 1 is the Date [DD/MM/YYYY]
- Column 2 is (optional) ProviderRef [text]
- Column 2 is AltParentID and must match a Parent Reference Number (Parent > Direct Debit) [number]
- Column 3 is the amount [decimal]
Example :
| Date | ProviderRef | AltParentID | Amount |
| 04/09/17 | Transfered from XXX | 757 | 100 |
| 04/09/17 | Transfered from ABC | 127 | 99.50 |
| 04/09/17 | Transfered from XYZ | 29 | 85 |