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Useful InformationThe Trip Grid offers a speedy way to enter income enter income and simultaneously add a pupil to a trip This screen displays all pupils in alphabetical order of surname |
Record Trip Income Using the Trip Grid
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
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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
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selected Cheque or Credit/debit
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as the payment method,
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the Details
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window is displayed with the pupil’s surname in
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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
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Click Done
If you have selected the option to be prompted to print receipts, you will see this message now
Select Print if requiredEnter 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:
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For further help with the Trips and Events module see also:
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FAQsLast update