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Guide for Schoolable Pay
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Guide for Schoolable Pay
Our Manifesto
Account Setup
Payment Setup
Settlement Account
Discounts
Payment Items
Payment Preferences
Grouping payment items
Beneficiaries
Expense Category
User Permissions
Payroll Setup
Salary items
Taxes & Benefits
Preferences
Administration
School profile
School Session & Term
Promoting Students
Bulk data upload
Students
Adding a new student
List students
Class Sections
Student Tags
Families
Family list & profile
Guardian information
Employees
How to enable an employee for payroll
How to run Payroll Monthly
Vendors
Invoices
Why are invoices needed?
Generating an invoice
Updating an invoice
Sending invoice notifications
Adding payments to invoice
Archiving an invoice
Paying an invoice
Invoice Listing
Sending invoice receipt
Why Invoice Reports are Important in Schools
Invoice inflow
Settlements
Send Money
List transfer history
Payment Requests
How to send money
Balance History
Apps Marketplace
Test Accounts
Balance History
Balance History
Balance history shows your account balance and a record of all monies sent from your account. It shows:
The date of the transaction
The activity (whether it’s a transfer or a withdrawal)
The channel through which money was deducted from your account
The amount that was sent out from your account
Your remaining balance after the transfer
To view the details of a particular transfer in your balance history, do this:
Click on
Balance History
Scroll to the particular transfer you want to view the details of
Click on the three dots by the right
Click
“View Transaction Details”
The details of the transaction will be shown to you immediately. Click
“Export csv”
to download the transaction details.
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Balance History
