Use Apply Premium in the Charge and Discount Structure

TABLE OF CONTENTS

• Introduction
• Use Apply Premium in the Charge and Discount Structure

Introduction

In the Charge and Discount structure you can nominate charges which attract Premiums.

Use Apply Premium in the Charge and Discount Structure

1. Go to Fees > Setup > Charge and Discount Structure.
2. Select the charge in the main grid, (or create a new charge item) which the system will use in the calculation of premiums.
3. Select the Apply Premium tick box on the right-hand side of Charge Item pane at the bottom of the screen.
4. Save your settings.
5. When you allocate a charge item marked as Apply Premium to a pupil with a qualifying Premium type charge, the invoice will correctly calculate the value in the case of a % Premium or enter the allocated value in the case of Fixed Premium, on the invoice.

Note: Engage only uses fee or extras type charge items in the same charge group, and that are above the Premium type charge item, in any calculation.

For more information on working with the Charge and Discount structure, please see the Engage Fees Setup guide