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Live Search additional none placeholder Search our Help Centre
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The Trip Grid offers a speedy way to enter income and simultaneously add a pupil to a trip This screen displays all pupils in alphabetical order of surname |
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- Click on the Trips and events tab
- At the bottom left click on Trip grid
- To select a pupil either
- Click in the grid alongside the pupil's name and under the relevant trip or
- Select the pupils Name from the drop down at the top right, select the Trip name from the drop down at the top right
- Click the Payment button
- You may see a warning This pupil is not listed for the ... trip, add now? Select Yes
- 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)
- Amend the payment amount if required
- Enter any relevant Memo if required
- Click on Confirm payment
- 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 - Click Done
- If you have selected the option to be prompted to print receipts, you will see this message now
Select Print if required - Enter any Trip specific notes and update any trip tick boxes on the right hand side of the screen
- The Banking and Trips and events screens will now be updated to reflect the income
For other methods of recording trip income see also:
Enter Page Tree root Record Income for a Trip or Event
For further help with the Trips and Events module see also:
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