With many educational visits, schools will request a contribution towards the costs associated with the trip, rather than a requesting set amount. A Voluntary Contribution Trip allows schools to set a maximum amount payable. Payers can either give consent and make the voluntary contribution payment at the same time or they will only give consent and bypass making a voluntary contribution if this option is chosen by the payer they can not go back in at a later day and make a payment.
Please Note: Parents can only use this item once.
They can choose to consent and make a payment or consent only and not make a payment.
Once they have consented they cannot go back to make a payment.
To set up and administer a Voluntary Contribution Trip :
- Navigate to Payment items > Trips
- Select Create trip
- Enter the trip name and select Create trip
- Enter the Description of the trip
- Select whether the Date of trip is One day or a Date range and enter the required dates
- Select Save & continue
- In Type of payment, select Voluntary contribution
- Enter the Cost of trip (This is a suggested payment for payers)
- Enter the Payment due date and if payments will no longer be accepted after the due date, deselect Allow payments after due date
- Select the bank account that payments for the trip will be credited to
- Select Save & continue
- If required, edit the Consent description
- Select the check boxes of any information required from the payers in Collect pupil information
- Select Save & continue
- Select Assign people to trip and enter the year/class group(s) or name(s) of individual people to assign to the trip
- Select Assign people
- Select Save & continue
- Review the trip details, and edit as required
- Once ready to make the trip available to payers, select Publish or to save the trip to publish at a later date, select Save for later