Manage Contact Contributions for pupils with no Billing Contact

Modified on Mon, 16 Feb at 4:53 PM

TABLE OF CONTENTS

Introduction
Manage Contact Contributions for pupils with no Billing Contact

Introduction

When you allocate charges to a pupil you also need set the billing contact in the Manage Contact Contributions screen, so that Engage Fees understands who will receive the invoice.

Manage Contact Contributions for pupils with no Billing Contact

Go to Fees>Allocation>Manage Contact Contributions.
Select 0 from the Show Pupils with dropdown and note the pupil names.
Go to Fees>Setup>Parent Defaults
Select New to open the Contact Selector
Select the Priority This is normally Priority 1 for parent contacts but may differ for your school. All selects all priorities.
Select the Stage for the pupils identified in point (2) from the following stages.

Current Pupil - Pupils at school.

Leaver - No longer at the school but may have outstanding charges to invoice.

New Intake Will be joining in the future and invoiced in advance.

Use the Search on selector to search by Pupil name.
Select the Contact(s) to add in the Select column followed by OK.
The new Account(s) will now appear in the main Parent Defaults screen.
Validate and amend the details as required and select
Go back to the Manage Contact Contributions The new Billing Account should now be available against the pupil.

Note: If the pupil has a sibling at the school who is already receiving invoice, it is a good idea to check that there is not a duplicated parent record. You may need to simply link the parent record that already has a billing account to the pupil.

For more information on working with the Manage Contact Contributions screen, please see the Engage Fees Billing Guide, Allocation section. For more information on working with Billing Accounts, please see the Engage Fees Billing guide.