Delete a charge in the Allocate Pupil Charges screen previously allocated to a specific bill payer

TABLE OF CONTENTS

• Introduction
• Delete a Charge in the Allocation Pupil Charges screen previously allocated to a specific bill payer

Introduction

If you try to delete a charge allocated to a pupil in Allocate Pupil Charges which you allocated to a specific bill payer in the Manage Contact Contributions screen, there is an additional step.

Delete a Charge in the Allocation Pupil Charges screen previously allocated to a specific bill payer

1. Go to Fees>Allocation>Allocate Pupil Charges and select the pupil and the charge to delete.
2. Use the Delete individual charge button to delete the charge.

3. The Deallocate charges screen will appear:

   
4. Validate that the charge to deallocate is correct and select Update to delete the charge.
5. Recompile to ensure your changes show correctly on the invoices.

Note: There is no need to deallocate charge items from the Manage Contact Contribution screen. If you allocate the same charge to the pupil in the future, the charge remains linked and will show on the selected bill payer’s invoice.

For more information on allocating charges, please see the Engage Fees Billing guide (Allocation Section).