How can I let a parent see what’s left to pay towards a trip in Joinos?
Issue: I want parents to pay a deposit for a school trip to secure their child’s place; how can I make sure they see the remaining balance that’s left to pay?
Solution: It is now possible to choose to share the balance of an account via Joinos so parents are able to see what’s left to pay on an offer
In the Administration > Manage Accounts screen:
- Choose the account for the offer that you want to share
- Ensure that the account is marked In Use; if it isn’t, populate the checkbox to update it
- Populate the Share Balances checkbox to instruct Fund Manager to share all outstanding balances for offers associated to the account
- Create the offer as usual via the Joinos > Create Offer screen
- Populate the Unspecified checkbox and enter the minimum amount you would like parents to pay
- Add any relevant attachments, select names then post the offer to make it visible to parents
- Once a parent has paid their deposit, they will be able to see what they have left to pay via the Balances tab in Joinos
Note: Only offers where a parent has expressed an interest by paying something towards the total amount will be displayed