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Useful InformationThe Trip List screen offers a speedy way to enter income against a list of pupils already selected on a trip |
Record Trip Income Using the Trip List Screen
Click on the Trips and events tab
Double-click on the trip (or click once to select the trip and then click the View payments button at the bottom left of the screen)
Locate the pupil and click the Payment 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)
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 requiredThe 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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