Set up a Trip Payment Schedule
Click on the Trips and events tab
Select the relevant trip
Click Change trip
Click on Save and edit payment schedule
Click the
red Add
button to create the first instalment payment
On the right hand side of the screen edit the Date and Amount of the first instalment
Click Save
Click the
red Add
button to create the second instalment payment
On the right hand side of the screen edit the Date and Amount of the second instalment
Repeat for each instalment payment
Click Save and exit
When
asked Have you finished making changes to the payment schedule?
select Yes
When
asked Do you wish to print new payment cards for all the pupils on the trip?
select Yes or No as required
Note: the payment cards can be printed out later if required (for further information on Trip payment cards, see the relevant section
in Trip reports)
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Monthly Billing Payment SchedulesIf the Trip is enabled with Monthly Billing the payment will be collected from the parent on the day of the month they have set in their SCOPAY account, not on the day of the month set in the Payment Schedule. For example, Payment 1 is set to 1st June, but if a parents Monthly Billing day is not till 12th then Payment 1 will be collected on the 12th June for this parent. |
How the Trip Payment Schedule displays on SCOPAY
When the parents log into their SCOPAY account, and select View Products, they will see a list of available Trips.
To view the Payment Schedule they will need to click on the 
next to the Trip name:
They will then be able to view the Trip Payment Schedule under the Trip Details:
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For further help with the Trips and Events module see also:
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