> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Migration - Adding a Bond Credit from a prior Software

# Migration - Adding a Bond Credit from a prior Software

This article will assist you with adding Bond Credits that have been paid in your prior Software.

### Overview

When you migrate to Xap from a different software, a part of the onboarding process is that your balances are imported.
This is for your General Account Balances eg. Family GAP details.
Bond Credits can be either:

*   A Liability eg. Bond Credit is  held separately and then either refunded to the Family when they leave OR transferred to pay out an outstanding Account Balance
*  A non-refundable credit that is added straight onto the Families Account Balance as a part of there first weeks fees.

In this example we are creating a **refundable/transferable Liability Bond Credit.**

If you would like to have your existing Bond Credits added into the system you will need to:

1. Create a Liability Transaction Type
2. Add in your existing Bond Credits into each Family
| Note: We recommend running a Bond Payments report from your software prior to migrating.

Creating a Liability Transaction Type

To create the Liability Transaction type:

1. Select the **Settings** Screen
2. Select the **Payment & Billing Settings** icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_ynxkoh.png)

3. Select the **Centre name**
| Note: In this example the configurations are set to **Centre**. If your configurations are set to **Organisations**, then you won't need to select each Centre.
4. Select **Transaction Categories**
5. Select the **Green +** Add button

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1dttnzg.png))

6. **Name** -  Add in the name eg. Bond Credit Software Balance Transfer
7. **Ledger Account** - Select Liability
8. **Reference No.** - Can be added for reporting purposes if required
9. **Type** - Select Credit (It will default to Credit)
10. **Description** - Add a description in for this Transaction type
11. **Default Amount** - This can be added if the amounts will be the same or the field can be left blank
12. **Transactions with this category can be edited, reversed or deleted** - Tick to allow corrections to be made
13. **Assign this Transaction category to this centre(s)** - Select the Centre or Centres this option will be available in
14. Select **Save**  

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1gwc8xr.png)


### Adding the Bond Credit

To Add in the Bond Credit:

1. Search on the **Family** - In this example we are using the Global Search
2. Select the **Family name**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_uj7s5m.png)

3. Select the **Payments & Billing** Tab
4. Select the **Bond** Tab

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1n7zbyr.png)

5. Select the **Green +** Add button

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_94ae4u.png)

6. Select **Add Payment**
7. Select the **Payment Date** - This can be the Sunday prior to your Go Live or you can backdate to the original payment date if required.
8. Select the **Transaction Category** eg. Bond Credit Software Balance Transfer
9. Add in the **Bond Amount** to be applied
10. Default **description** will display from the Transaction Type, however further details can be added if required
11. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_5uqw0w.png)

The added Bond Credit will display as Below.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_jgn6s5.png)

###### The Bond credit can then be managed as per a new Bond payment.

|| To assist you further with refunding Bonds see: [How To Refund A Bond Or Pay Off Fees Using A Bond Amount](https://help.xap.rocks/en/article/how-to-refund-a-bond-or-pay-off-fees-using-a-bond-amount-7a2ze5/#1-how-to-refund-a-bond-or-pay-off-fees-using-a-bond-amount).