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)
Monthly Billing Payment Schedules
If the Trip is enabled with Monthly Billing the payment will be collected from the parent on the day of the month they have set in their SCOPAY account, not on the day of the month set in the Payment Schedule.
For example, Payment 1 is set to 1st June, but if a parents Monthly Billing day is not till 12th then Payment 1 will be collected on the 12th June for this parent.
For further help with the Trips and Events module see also:
