Allocate a Charge to a Form or Range of Form

TABLE OF CONTENTS

• Introduction
• Allocate a charge to a Form or range of Forms

Introduction

You can allocate a charge to a single Form or range of Forms in the Fees > Allocation > Allocate Pupil Charges screen.

Allocate a charge to a Form or range of Forms

1. Go to Fees > Allocation > Allocate Pupil Charges.
2. Select the Open New Allocation Screen button on the right of the screen.
3. Ensure that the Stage is set to Current Pupil.
4. Select the required Form or range of Forms from the Forms dropdown to show only the pupils in the forms you chose.
5. You can now continue to allocate the charge to selected pupils in the normal way.

For more information on allocating charges to pupils please see the Engage Fees Billing guide Allocate Pupil Charges section.