Add value to a user account

Although the majority of users may top-up their accounts using a Revaluation machine (aka Revaluer, or Reval for short) or online, many users still require that money is added to their accounts manually, for example any users who still bring cheques into school. This money can be added onto the user accounts by using the Add value process.

*Money can also be added to user accounts via the Point of Sale.

Adding money onto a users account;

1. Find and select the required user from the users grid.
2. Press the Add value button.
   
3. Enter the details about the payment.
   

!Highlighted fields are required for the value to be added. Other fields are for internal reference.

*When a user has become a leaver, you may wish to return any money that the user has left on their account. You can use the add value function and enter a negative number to remove any remaining credit.

*You can set a new daily limit for the user by selecting the ‘Daily limit’ check box and entering a new daily limit.

4. Press Save to complete the process.
5. If you are prompted to print a receipt, choose your required option.
   

*You can have the software remember your preference by selecting ‘Do you want to save the settings?’ prior to pressing a button so that you will not be asked again.

Adding an ad hoc allowance to a user account

1. Find and select the required user from the users grid.
2. Press the Add value button.
   
3. Navigate to the Add allowance tab.
   
4. Select the mode you wish to use to add the allowance.
   

*The Add amount mode will add the value to the selected purse, while the Set to amount mode will set the allowance to the chosen value.

5. Enter the amount you want to add and add a reference if appropriate.
6. Press Save to complete the process.