Change the invoice description of charge after it is allocated to a pupil

TABLE OF CONTENTS

• Introduction
• Change the invoice description of charge after it is allocated to a pupil

Introduction

You can amend the invoice text for a charge that is already allocated to a pupil.

Change the invoice description of charge after it is allocated to a pupil

1. Go to Fees > Allocations > Allocate Pupil Charges.
2. Select the relevant pupil in the main grid so that their individual allocations show in the Allocated Charges pane at the bottom of the screen.
3. Edit the invoice text.
4. Select Save.

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