Use Assist Me to Set up a Trip Instalment Schedule

1. Click on the Trips and events tab

2. Select the relevant trip

3. Click Change trip

4. Click on Save and edit payment schedule

5. Select Assist Me....

6. Click the down arrow and Select date of the first payment

7. Click the down arrow and Select frequency of payments: e.g. Daily, Weekly, Monthly, Each term

8. Click in the Enter amount of each payment: box and enter the instalment amount eg 50.00
   Payments can be adjusted at a later date, if required, and the system will calculate the final payment

9. Click OK

10. When prompted Ready to complete payment schedule. Continue? select Yes

11. Click Save and exit

12. When prompted Have you finished making your changes to the payment schedule?, select Yes

13. If prompted 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)

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

SCO Modules

FAQs