This guide will show you how to add a manual charge to a student.
1. Go to the charges tab of the student.
Click +Add Manual Charge
All the fields below are mandatory.
2. You have the option to choose:
-The payer—this can be either one of the payers linked to the student or a school if they are covering the cost.
-The ledger code that the charge needs to go against
-Which Rate you want to charge to go against
- Which Upper Charge Category
-Line Text- this will show up on the invoice line and should be the description of the charge, eg Exam fee
-Amount
Once you've filled in all the required fields, click Add to apply the manual charge.
If you select a rate that has not yet been invoiced, the charge will be added to the existing invoice that is yet to be processed.
If you choose a rate that has already been invoiced, it will generate a new invoice with the charge.
If you need to make changes, you can always edit or remove the charge before it is invoiced. If you have any questions, contact Support.