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Useful InformationThis enables you to produce letters and invoices for individual pupils and staff with debts and credits. The documents are generated in Microsoft Word, where they can be printed and/or saved. Dinner Money Debt Dinner Money Credit |
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To generate the Mail merge documents:
Either:
Click on the Reports tab and select Dinner money reports or
Click on the Dinners tab and select the Reports button on the right of the screen
Select Generate mail merge
Choose to generate a letter to pupils who have dinner money credits or debts by ticking the Pupils with dinner money credit? box if required.
If required, click the Filters button to filter for:
Minimum debt amount in pence (the default is 0.01, i.e. 1p)
Maximum debt amount in pence
Minimum age of debt(the default 0 will display all debts)
If required, you can also tick the following:
Exclude pupils whose family account is in credit?
Exclude meals entered after selected date – after ticking the box you will need to select the date to exclude meals from - this means meals added after this date will not used in the debt letter
Click OK
You can select an individual pupil by clicking the Select recipient drop down
If you require staff to be included tick the Staff tick box
If you wish to attach a Statement report, tick Attach statement report? and click on Report selection to choose the required date range. Click OK.
Select the required template in the Select template box (see above for details of available documents)
For schools using the SCO Communications module, select Email and/or Text if required
Select Generate
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Note: if both Email andText messages are created, the recipient will receive either an email or a text message (not both) depending on the default import setting specified. |
For further reports see:
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