One charge per family option

TABLE OF CONTENTS

• Introduction
• One charge per family option

Introduction

If you want to allocate one charge per family and not to every pupil in a family, you can use the One Per Family options. You can use this for a family association membership or school magazine charge. You can select if you want allocate charges to the oldest or youngest child in the family group in the Fees > Setup > Account Structure screen.

One charge per family option

1. To allocate a charge once per family go to Fees > Allocation > Allocate Pupil Charges.
2. Select the Open New Allocation Screen button, without defining any year or form groups so that the whole school appears in the main grid.
3. Select the One Per Family box.
4. Engage automatically selects only one pupil per family.
5. Allocate the charge in the normal way.

Note: For more information on using the One Per Family option, please refer to the Engage Fees Billing guide (Allocating Pupil Charges section)