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How to make a manual adjustment on a charge

What does this feature mean?

If a student is required to pay a different price than the regular one for a course, you can manually adjust the fee within the student record. Usually, this involves making a deduction from the course fee, but it is also possible to add an extra charge.

Why should I use this feature?

Use this feature to ensure that students are charged the correct fee for their courses. Common use cases include:

  • When a student starts a course partway through the term and should not pay the full fee.
  • When a student should pay an additional fee for a course or pay for a course that is usually free of charge.

How do I adjust the fee for a student?

  • In the student record, click on the 'Charges' tab.
  • Expand the arrow next to the order number.
  • Click the drop down arrow next to the fee you want to adjust.
  • Then click the + 


 

In the 'Add manual adjustment' box:

  1. Select the Ledger Code
  2. Enter the amount to be deducted or added.
    - NOTE! Be sure to put a minus sign in front if it is a deduction you want to make.
    - The checkbox 'Affected by discount' only needs to be ticked when you are adding to the fee and it should be included in any automatic discounts (e.g. sibling discount).
  3. Enter a text describing what the discount refers to. This text will appear on the invoice.
  4. Click 'Add Manual adjustment'

 

 

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