Charge Groups

Introduction

All your charges and discounts in the Fees > Setup > Charge and Discount Structure are allocated to a charge group. There will always be at least two charge groups, Fees and Extras groups, but you can create multiple charge groups.

One of the main reasons to have multiple charge groups is to enable you to separate charges into groups that can be independently invoiced. From the Fees> Invoices > Raise Invoices screen you can either opt to raise invoices by Fee or Extras type, or to select a charge group or range of charge groups to raise invoices against. This allows you to raise an invoice in, for example, a specific Trips charge group where a trip is run before the end of term, before raising the standard invoice charges for the next term.

Additional charge groups also allow you to:

• Separately manage discounts available to one charge group and not in another.
• Organise where a group of charges appears on the invoice in relation to other charge groups.
• Report on different groups of charges.
• Separately manage deposits

Charge groups can also be given a subtotal on the invoice if the Sub Totalled Group display type option is selected.

For more information on working with Charge Groups please see the Engage Fees Setup guide (Charge and Discount Structure section).