How to assign types of payers to boarders

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Types of payer can be assigned to boarders under the 'Orders & Types of payers & Guests'.

You can find these settings in the top drop-down menu: 'Boarders' in the 'Canteen' module when logged in as the administrator or the person entitled to the Canteen module.

The type of payer can be set to the boarders in bulk or individually.

In bulk: Click the 'Change payer type' icon (1.) in the top menu.
A dialog box opens, where you can select 'Payer Type' (2.) (e.g. Primary school), 'Period' and 'Add more users' (3.).
In the next dialog box, you can select whole classes or individual students (4.), confirm the selection 'OK' (5.) and do not forget to 'Save changes' (6.)

The following picture shows that the students of the selected classes are going to be set from 1st September as Primary school payers.

Individually: In the selected student's row, click on the 'Payer type' column (1.) and edit payer type in the opened dialog (2.). Do not forget to 'Save changes' (3.).




Help content for 'Canteen' module

Canteen module - what it offers
Canteen module and user access
Serving of the meal - when the school cooks
Canteen menu
Rating of served meals
Add / cancel order / menu selection
Define types of payers
Overhead costs
How to assign types of payers to boarders
How to assign orders - when and how boarders eat
Boarders with a diet menu
Payment for canteen
How to set the initial credit
Managing multiple schools in canteen