Cross charges

TABLE OF CONTENTS

• Introduction
• How to use Cross Charges

Introduction

Cross Charges allow the charges on an invoice for one bill payer to be paid by adding a cross charge to another bill payer’s invoice. Any bill payer with an account can be either the Beneficiary or Payer of a Cross Charge. A cross charge does not detail the charges paid, but simply names the pupil and the amount of the cross charge. You can use cross charges in the following situations:

• If contributions are paid by an organisation linked to the school, such as a charity
• If contributions are paid by a local authority
• If grandparents are contributing to school fees and do not want an itemised invoice

How to use Cross Charges

1. Go to Fees > Allocation > Manage Cross Charges.
2. Select the bill payer in the main grid to receive the cross charge and select New.
3. Select either Fixed Amount or Percentage then enter the Cross Charge Value and Description.
4. Select the Payer from the dropdown menu and click Save.

For more information on working with Cross Charges please see the Engage Fees Billing guide (Manage Cross Charges section).