💼 Transferring Credit Between Siblings

If one child in a family has extra credit on their account, managers can easily transfer it to a sibling’s account from the Finance section.

1. Remove Credit from the First Child

Head to the Finance tab and search for the child whose account you want to deduct credit from.
Click on the child’s name to open their profile.
In the top-right corner, select Actions → Record Charges.
Choose the date of the adjustment.
At the bottom left, click Add Another Charge and select Balance Adjustment.
Add a description and the amount you want to transfer, then tap Save.

This creates an invoice that deducts the amount from the first child’s balance.

Still under the Finance tab, search for the sibling who will receive the credit.
Click their name to open their profile.
Again, go to Actions → Record Charges.
Tap Add Another Charge, but this time choose Balance Credit.
Enter the same amount and a short description, then tap Save.

This creates an invoice adding that credit to the sibling’s account.

Once posted, the credit will move from one sibling’s account to the other automatically.

Double-check that both children belong to the same family account before transferring.
Always use clear descriptions (e.g. “Credit transfer to sibling – [Name]”) for easy tracking later.
Review your invoices after posting to confirm balances have updated correctly.

If one child in a family has extra credit on their account, managers can easily transfer it to a sibling’s account from the Finance section.

Head to the Finance tab and search for the child whose account you want to deduct credit from.
Click on the child’s name to open their profile.
In the top-right corner, select Actions → Record Charges.
Choose the date of the adjustment.
At the bottom left, click Add Another Charge and select Balance Adjustment.
Add a description and the amount you want to transfer, then tap Save.

This creates an invoice that deducts the amount from the first child’s balance.

Still under the Finance tab, search for the sibling who will receive the credit.
Click their name to open their profile.
Again, go to Actions → Record Charges.
Tap Add Another Charge, but this time choose Balance Credit.
Enter the same amount and a short description, then tap Save.

This creates an invoice adding that credit to the sibling’s account.

Once posted, the credit will move from one sibling’s account to the other automatically.

Double-check that both children belong to the same family account before transferring.
Always use clear descriptions (e.g. “Credit transfer to sibling – [Name]”) for easy tracking later.
Review your invoices after posting to confirm balances have updated correctly.