This area is used to View Purchases made from My Child at School for Products, Clubs and Trips. Further drill down is available to View Order to Date and Payment Schedules for Individual Parents as well as View Debt and View Income with Grid Actions to Export, Print or Copy,
Access: The minimum permissions required to access View Purchases can be found in the MCAS module from within Config > Setup > Roles & Permissions.
See also: How to View Orders.
View Purchases
From the Toolbar select MyChildAtSchool and click on View Purchases.
The Purchases are viewed as a List, select the correct date range to View the list of Purchases.
To View an Individual Purchase, select it and click the View button.
- Use the Grid Actions to Export, Copy or Print the Purchases, click on the column headers to Sort the Purchases.
- Use the top right Search to look for a specific Student or Parent.
- Select Parents to Send Messages, this will load the Student List Page with the selected Student in the Send SMS/Email. See How to Send an SMS Message or Email.
View Income and Debt
Once you have clicked on an individual Club, Trip or Product you can then click to either View Income or View Debt to further drill down.
View Individual Order Summary and View/Edit Payment Schedule
Click on a Parent in the View Assigned People Panel to see the Order Summary and Outstanding Payment Schedule.
To edit a Payment Schedule click on the pencil icon.
Edit the Amount and/or Due Date, click the Green Tick to Save.
Note: Do not change an Instalment amount to £0 as this does not delete the Instalment, the instalment will remain in Outstanding Payments but the Parent will be unable to make a payment towards it. If you are reducing the cost of a Club or Trip, rather than changing one Instalment to 0, consider keeping all the instalments but lowering the cost of several Instalments to offset the price change.
Click Close to Close the Panel