Show the pupil name on a receipt

TABLE OF CONTENTS

• Introduction
• Show the pupil name on a receipt

Introduction

You must enable Specific Charge Allocation if you want to show pupil names on receipts automatically. This allows you to match receipts against individual charges on an invoice and will produce an itemised receipt showing the pupil name.

Show the pupil name on a receipt

1. Go to Fees>Setup>Fees Policies and select Enabled from the dropdown against the Specific Charge Allocation line. Select Save at the top of the screen to update your settings.
2. In the Fees>Collections>Post Receipts and Refunds there will be a new button at the top of the Allocation Details pane called Items.
3. When you allocate a receipt, you enter the details as per normal, but unless the receipt exactly matches the total invoice, you must indicate the paid element of the invoice.
4. Select the Item button and either allocate the charges manually or use the Auto Allocate button to allocate from the first item and work down the screen.
5. Complete and post the receipt in the normal way.
6. When you produce the receipt, it will show the details of the allocated charges (and value of any unallocated amounts), by pupil.

Note: It is possible to add the pupil name manually to a receipt by including it in the Transaction Reference field. This prints on receipts, even where Specific Charge Allocation has not been enabled.

For more information on entering Receipts, please see the Engage Fees Collections guide (Post Receipts and Refunds section).