Record Trip Income Using the Trip List Screen

1. Click on the Trips and events tab

2. 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)

3. Locate the pupil and click the Payment button

4. 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)

5. Amend the payment amount if required

6. Enter any relevant Memo if required

7. Click on Confirm payment

8. If you have selected Cheque or Credit/debit as the payment method, the Details window is displayed with the pupil’s surname in 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

9. Click Done

10. If you have selected the option to be prompted to print receipts, you will see this message now
    Select Print if required

11. The Banking and Trips and events screens will now be updated to reflect the income

For other methods of recording trip income see also:

For further help with the Trips and Events module see also:

SCO Modules

FAQs