Manage Trips

Select Students on the trip #

After clicking ‘Select Students’, you can use the search bar or click one of the groups that you selected students into (ie. Concert Band) on your Manage Enrollment page. Check off each student who will be attending the trip and click the purple ‘Close’ button near the bottom right of the window.

Record Payments #

You will notice a column for each due date, a column for transfers from fundraising, and a few extra columns on this screen for totals and Actions.

1. To record payments, click a blue clipboard beside an amount due for a given student.
2. Amount of Payment: 400 Notes/Payment Method: Check 1234
3. Click ‘Record Payment’

Email Students who are late on a payment #

1. Sort the first column so the ‘red’ students are on top
2. Click the top ‘red’ student (so the row turns grey)
3. Scroll down to the last ‘red’ student, Hold SHIFT, Click the last red student. Now, all red students should be highlighted in grey.
4. Click the blue email button beside the search bar and type an email that will be delivered to the families of these highlighted students

Print student statements #

1. To print all (or some) student statements, follow the exact instructions above, but click the Green Statement button instead of the blue email button. To print all statements, don’t select any students.
2. To print a statement for one student, click the green statement button in the actions column

Record a refunded payment #

1. Refunds will be recorded as Negative Values in the trip payment
2. Click the blue clipboard icon beside an amount due or amount paid
3. Enter a negative value (ie -400), with appropriate notes.

Remove a student from the list #

Students cannot be removed from a trip unless they have a zero balance. Please complete refunds using the method above, and you can click the red ‘trash can’ icon to remove a student from the trip.

Complete Trip Ledger #

A ledger for each and every transaction for a trip can be viewed and exported to excel from the bottom of this page