Copying over a trip into next academic year

If you want to take payments for a trip happening next year, you'll need to set up two trips - one for this year to take payments, and one for next year to schedule the actual trip. This is because you can only make payments for trips happening this academic year.

Step 1 - Set up the trip

As trips work within one academic year, if you want to carry balances over to next academic year you'll need to set up a new trip and create any outstanding balances. Create the trip as you would normally following these instructions: Setting up a Trip

Step 2 - Add students

When creating your trip for next year, you can either wait until you have completed the New School Year Setup process to be able to select those students, or you can create a Custom Group.

Step 3 - Set up prices

To set up Trip Prices, you'll need to set each student's cost of the trip with whatever the outstanding amount is that they have left to pay.

Top Tip: Duplicate your tabs so you can see the old trip and how much each student has paid in one tab, and the new trip in the other tab.


What if the trip allows voluntary contributions or the child already paid enough last year?

If they have already paid enough in the previous trip, you won't need to add a price for them in this one if you only want to track payments and don't need to take attendance.

If you did want to take attendance, you will need to add them to the trip or they won't appear in the register. When adding prices you can set their price as zero.

You can then mark the students who have nothing left to pay as confirmed.



Please note that even if you accept voluntary contributions, using this method the guardian won't be able to make further payment through the Parent Portal or Arbor App.


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