Content Comparison

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1. Click on the Income tab
2. Select the blue Sales button
3. Select the Trips and events button
4. Locate the trip
5. Check the amount shown on the button matches the amount paid by the pupil
   1. If the pupil is paying the same amount shown on the trip button, click the button
   2. If the pupil is paying a different amount to that shown on the trip button, click the Price button
      Enter the amount the pupil is paying in the Enter price/qty/code box and then click the trip button
6. Click the down arrow to select the pupil's name and click OK
7. If asked This pupil is not listed for ... trip, add now? click Yes
8. The trip name and amount paid is now displayed in the top section of the screen
9. Click the Total button
10. Select the method of payment (Cash, Cheque, Credit/debit for BACS or On account to deduct the funds from the pupil's SCO pre-payment account)
11. If you have selected Cheque or Credit/debit as the payment method, the Details window is displayed with the pupil’s surname in the Enter details/reference box
    Add any extra details here - for example, the name on the cheque, if different from the pupil's name, and/or the cheque number
12. Click Done
13. If you have selected the option to be prompted to print receipts, you will see this message now.
    Select Yes or No as required.
14. The Banking and Trips and events screens will now be updated to reflect the income

For other methods of recording trip income see also:

For further help with the Trips and Events module see also:

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