Set up an Exam Fees charge item for Exam Fees

TABLE OF CONTENTS

• Introduction
• Set up an Exam Fees charge item for Exam Fees

Introduction

Before you can use the Allocate Exam Fees screen functions, you need to create an Exam Fees charge item.

Set up an Exam Fees charge item for Exam Fees

1. Go to Fees>Setup>Charge and Discount Structure screen and create a charge item in the normal way.
2. The charge should be a termly charge with and should be Single in the Recurrence Type.
3. Before you save the charge item, select the Is Exam Fee option in the panel on the right of the Charge Item pane.
4. The system will now use that charge item when you allocate exam charges in the Fees>Allocation>Allocate Exam Fees screen. The exam allocation details will override the Invoice Text and Charge Value fields.

For more information on posting receipts with Exam Charges, see the Engage Fees Billing guide Allocate Exam Charges section. For more information on setting up charge items, see the Engage Fees Setup guide Charge and Discount Structure section.