How to create a Voluntary Contribution trip

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 then make a payment of an amount up to the value set in the trip.

 

To set up and administer a Voluntary Contribution Trip:

  1. Navigate to Payment items > Trips

  2. Select Create trip
  3. Enter the trip name and select Create trip
  4. Enter the Description of the trip
  5. Select whether the Date of trip is One day or a Date range and enter the required dates
  6. Select Save & continue
  7. In Type of payment, select Voluntary contribution

  8. Enter the Cost of trip (This is a suggested payment for payers)
  9. Enter the Payment due date and if payments will no longer be accepted after the due date, deselect Allow payments after due date
  10. Select the bank account that payments for the trip will be credited to
  11. Select Save & continue
  12. If required, edit the Consent description
  13. Select the check boxes of any information required from the payers in Collect pupil information

  14. Select Save & continue
  15. Select Assign people to trip and enter the year/class group(s) or name(s) of individual people to assign to the trip
  16. Select Assign people
  17. Select Save & continue
  18. Review the trip details, and edit as required
  19. 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