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CCSS - Creating a quote for a Family

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Content
Overview
Creating a Quote for a new Family
Viewing the Quote
Estimating Entitlements
Creating a Quote for an existing family
Printing Quotes
Created Quote Letter​

Overview

You can use the CCS Quotes Screen in QikKids to provide a family with a quote of their fees.
For a full breakdown on the Quote screen control fields see: CCSS - Quotes Screen
Select the CCS Quotes screen on the left hand side of your QikKids.

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Creating a Quote

  If you choose to create a quote for a new family, click on New and then enter the family's name (this is optional)
  1. Select the name of the Centre to provide the quote for
  2. Select NEW to create a quote for a new family
  3. Add in the family name (this is optional)
  4. Add the CCSS percentage as advised by the Guardian
  5. Add in the CCSS hours for your Service as advised by the Guardian
  6. Tick School Age if the child is 6yrs or older
  7. Select the Roll the child will be attending
  8. Select the Start date of the quote
  9. Tick to apply week 1 and week 2 options (This is for a family attending fortnightly OR to show the full fortnightly CCS hour calculation for a weekly attendance)
  10. Select the Fee the attendance will be charge under
  11. Add the Time In (only for an hourly fee)
  12. Add the Time Out (only for an hourly fee)
  13. Select ADD to apply the calculations and create the quote
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Viewing the Quote

Once the Add has been selected the Quote will display
  1. Ch - Displays the child name the quote was regarding
  2. S - Displays the Roll code
  3. Roll - Displays the Roll name
  4. W - Displays Week 1 and Week 2
  5. Mon - Sun - Displays the Days for the quote
  6. Fee - Displays the total fee charged
  7. CCS - Displays the CCSS entitlement
  8. ACCS - Displays any ACCS entitlement
  9. GAP - Displays the GAP for the Family to pay
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Estimating Entitlements

  If the family hasn't provided you with their CCSS entitlements, you can provide a quote using their Household income and provided Activity hours.
  1. Select the name of the Centre to provide the quote for
  2. Select NEW to create a quote for a new family
  3. Add in the family name (this is optional)
  4. Tick the option of If the entitled % or hours are unknown, Use CCS Calculator
  5. Add in the Household income (Yr)
  6. Add in the hours of activity in Hours of activity (work/study) per fortnight
  7. Select Calculate Entitlement
  8. CCS Percentage - This will show the estimated percentage according to the entered income
  9. CCS hours intended for this service - Will display the estimated subsidised hours according to the added activity hours
Complete the quote as per above.
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Creating a Quote for an existing family

If you choose to create a quote for an existing family, this can be completed without having to manually enter their CCSS entitlements, it will automatically apply their existing details to the quote.
  1. Select the name of the Centre
  2. Select Existing and select the family name from the Dropdown box.
  3. To automatically populate the CCSS information from the family's CCSS enrolments, tick Use CCSS information if available. If the quote is for an existing family but with a new CCS rate they have provided you with - leave Use CCSS information if available unticked.
  4. The current CCSS percentage will be displayed
  5. The current CCS hours will be displayed
Complete the Quote as per above.

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Printing Quotes

If you would like to provide the quote to the family.
  1. Select the Quote
  2. Select Save
  3. Select the Quote/s
  4. or choose Select All to select all the generated quoted
  5. Select Print
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Created Quote Letter

Once the print option has been selected the quote letter will be as the below example.

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