Creating automatic charges posting

Owned by Former user (Deleted)
Last updated: Sept 24, 2020 by Richard Kennedy (Unlicensed)
2 min read

To create an automatic charges posting:

  1. Select the students to automatically charge. See Applying automatic charges.
  2. Click  on the Debtor Automatic Charges window.
    The Create Automatic Charges Posting window is displayed.
  3. Enter your selections in the Charge Selections area.
  4. Enter the posting details.
  5. Click .
    The following message is displayed.
  6. Click .

    Note:     Your posting updates the debtor outstanding records so that the charges appear on their next statement. Note: To check that a particular debtor has been charged, see Debtor Maintenance - Outstanding tab.

  7. You are asked if you want to create another posting. If you select Yes, you are asked if you want to bill the same students as before for a different charge.
    • If you select Yes, the Create Automatic Charges Posting window is redisplayed.
    • If you select No, the Student Selection screen is displayed to allow you to start a fresh search.

Create Automatic Charges Posting window key fields
Charge Selections area fields

Field

Description

Fee Code

Fee code for the charge that you are applying.

Tip: You can search for fee codes by right clicking on the Fee Code field and selecting Find Debtor Fee Code.

Amount To Charge

Default amount for this fee as defined in Debtor Fee Maintenance. See Maintaining debtor fees in the System maintenance manual.

Tip: You can change the amount here if required, without having to change the default amount.

Date to Appear on Transactions

Date to appear next to the fee charge on statements, history and listings.

Additional Description

Additional information to include on statements and invoices.

Ignore Split Payment Processing

Select to charge the primary debtor only.

Note: Debtors can elect to split payments for charges incurred. For example, Allison Blake and Brian Smith split payments for Allison's children's fees. If the flag is selected, then the charges will only go to Allison, otherwise Allison and Brian would be charged.

Posting Details area fields

Field

Description

Posting Date

Date of the posting, if different to the current date.

Description

Description of the posting.

Tip: This is useful to identify previous postings.