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Guide for Schoolable Pay

Pages
- 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

Guide for Schoolable Pay

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Balance History

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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

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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”

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The details of the transaction will be shown to you immediately. Click “Export csv” to download the transaction details.

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