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Useful InformationThe Income screen is designed to operate a little like a cash till and is a speedy way to enter income and simultaneously add a pupil to the trip |
Record Trip Income Using the Income Screen
Click on
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the Income
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tab
Select the blue Sales
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button
Select
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the Trips and events
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button
Locate the trip
Check the amount shown on the button matches the amount paid by the pupil
If the pupil is paying the same amount shown on the trip button, click the button
If the pupil is paying a different amount to that shown on the trip button, click
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the Price
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button
Enter the amount the pupil is paying in
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the Enter price/qty/code
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box and then click the trip button
Click the down arrow to select the pupil's name and
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click OK
If
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asked This pupil is not listed for ... trip, add now?
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click Yes
The trip name and amount paid is now displayed in the top section of the screen
Click
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the Total
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button
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)
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.
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Select Yes or No as required.
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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