Useful Information
For trips with multiple payments, set up a payment schedule to monitor who is overdue with payments.
Use Assist Me to set up the payment schedule automatically.
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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