Show Multiple Cross Charges as Individual Amounts on an Invoice

TABLE OF CONTENTS

• Introduction
• Show multiple cross charges as individual amounts on an invoice

Introduction

Where you have set multiple cross charges to a single bill payer they normally show as individual amounts on an invoice. It is possible to change this and combine them for individual bill payers in  Fees > Setup > Parent Defaults.

Show multiple cross charges as individual amounts on an invoice

You can see pupils with multiple cross charges in the Fees > Allocation > Manage Cross Charges screen if you select the ‘>1’ option in the ‘Show Pupils with … ‘ dropdown, or print the Cross Charges Report.

1. Go to Fees > Allocation > Parent Defaults.
2. Select the bill payer with multiple cross charges.
3. Select the Combine Cross Charges option in the Payment and Bank Defaults pane.
4. Select Save.
5. The Cross Charges will now show as a single line on the invoice. The description will be the Combined Cross Charges Text from the Fees > Setup > Account Structure screen, Invoice Preferences panel.

For more information on applying cross charges see the Engage Fees Billing guide Manage Cross Charges section.