Amend a charge for a pupil after its allocated

Modified on Tue, 24 Feb at 4:44 PM

TABLE OF CONTENTS

Introduction

You can amend a charge that is already allocated to a pupil.

Amend a charge that is already allocated

  1. Go to Fees > Allocations > Allocate Pupil Charges.
  2. Select the pupil in the main grid so that their individual allocations show in the Allocated Charges pane at the bottom of the screen.
  3. From here you can:
  • Delete an individual charge item with the /li>
  • Delete all allocated charges with the
  • Edit the invoice text
  • Enter a Permanent Override value
  • Enter a Current Override value

   4. Select Save to update the changes.


For more information on allocating and amending allocated charges please see the Engage Fees Billing guide Allocate Pupil Charges section.

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