When to Compile Charges

TABLE OF CONTENTS

• Introduction
• When to compile charges

Introduction

The compilation routine in the Fees > Compilation > Compile Contributions screen brings all the allocated charges together and gets Engage Fees ready to prepare your invoices.

When to compile charges

You can compile charges at any time, but you should always run the routine before you post any automated invoices, especially if you have made any changes in the following screens:

• Fees > Setup > Payment Profiles for changes to payment profiles
• Fees > Setup > Parent Defaults for new bill payer accounts, changes to payment profiles or banking details
• Fees > Setup > Charge and Discount Structure for changes to any standard Charge or Discount
• Fees > Setup > VAT Codes for changes to VAT rates
• Fees > Allocation > Allocate Pupil Charges for changes to allocations
• Fees > Allocation > Manage Contact Contributions for changes to billing contact contributions
• Fees > Allocation > Manage Cross Charges for changes to cross charges
• Fees > Allocation > Allocate Exam Fees allocating exam charges
• Fees > Allocation > Overrides for cancelled overrides
• Portal Activities Enrolling activities

For more information on the compile routine see the Engage Fees Billing guide Compile Contributions section.