Manage contact contributions

TABLE OF CONTENTS

• Introduction
• Manage Contact Contributions

Introduction

Before you can raise automated invoices for pupils that you allocated charges to, you must select which bill payer will be invoiced. This is done in the Fees > Allocation > Manage Contact Contributions screen. If you do not do this correctly either the wrong contact will get an invoice, or you will get an error message when you try and compile the charges.

Manage Contact Contributions

1. Go to the Fees > Allocation > Manage Contact Contributions screen.
2. Select Auto Allocate Single Contacts. This allocates the Balance of Charges contribution type against all pupils that only have one bill payer account linked to them.
3. Use the Show Pupils with drop down to show pupils with more than one bill payer.
4. Select the correct bill payer or divide the bill correctly between the contacts and ensure that one of the bill payers has the Balance of Charges contribution type.
5. Use the Show Pupils with drop down to show pupils with no contacts linked to the pupil. You will need to create a new bill payer account in Fees > Setup > Parent Defaults before you can manage the contact contributions.
6. When all the pupils have a tick in the Contribution Complete column, you can compile the charges and raise invoices.

For more information on Contact Contributions please see the Engage Fees Setup guide (Charge and Discount section).