Allocate charges to just one pupil

TABLE OF CONTENTS

• Introduction
• Allocate charges to just one pupil

Introduction

There is a dedicated Individual Allocations tool in the Allocate Pupil Charges screen that you can use to allocate charges to just one pupil.

Allocate charges to just one pupil

1. In the Fees>Allocation>Allocate Pupil Charges screen select the Individual Allocations button on the right of the screen. 
2. Select the pupil from the Pupil Name dropdown.
3. Select the Charge Group and Charge Item.
4. You can override the Standard Value and Invoice Text fields if required.
5. Click on the New button to add another charge to the same pupil or the same charge to a different pupil.
6. When the charges are completed on the screen, click the Save & Update Individual Allocations button.
7. The charges will now allocate and produce an allocation summary in the normal way.

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