Auto allocate single contacts

TABLE OF CONTENTS

• Introduction
• Auto Allocate Single Contacts

Introduction

Before you can invoice a bill payer for charges allocated to pupils, the bill payer must be defined in the Fees>Allocation>Manage Contact Contribution screen. Where there is only one bill payer account linked to a pupil, the Auto Allocate Single Contacts facility automatically allocates the Balance of Charges contribution type to these single contacts.

Auto Allocate Single Contacts

1. Go to Fees > Allocation > Manage Contact Contributions.
2. Select the Auto Allocate Single Contacts button.

For more information on allocating charges please see the Engage Fees Billing guide (Manage Contact Contribution section).