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:
- 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