Useful Information
This 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.
Schools using the SCO Communications module can also choose to send dinner money correspondence to parents by email or text message.
Dinner Money Debt
debtdinnerfees.doc - to generate a letter to request dinner money in advance, taking any current debt into consideration
debtdinnerpaymentsdue.doc - to generate an invoice for dinner money debts
debtdinnertemplate.doc - to generate a letter for dinner money debts
Dinner Money Credit
creditdinnerfees.doc - to generate a letter to request dinner money in advance, taking any current credit into consideration
creditdinnertemplate.doc - to generate a letter for dinner money credits
Dinners Generate Mail Merge
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
- Select the required letter 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
Note: if both Email and Text messages are created, the recipient will receive either an email or a text message (not both) depending on the default import setting specified.
If unchanged during setup, the default import setting is that the message will be sent by Text to all contacts with a mobile telephone number in SCO. An email will only be sent to contacts without mobile telephone numbers in SCO.
If you prefer Email to be the default option, you can check and change the priority of these settings through Communication configuration settings (see section On import default to).
For further reports see: