Student fee assignments

What it is

Which fee plan and payment schedule each student is on.

Why it matters

Makes sure each child is billed the right fees for their class.

When to use it

Office staff assign or change plans, and the student's bills follow.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Student fee assignments.

What you see

Student fee assignments · click the picture to enlarge

• The list has these columns: Student, Fee structure, Plan, Applies, Source, Set by, Actions. Click a column name to sort by it.

Buttons on this screen

• New assignment — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New assignment button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Student fee assignments · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Student *	choose	Pick the student this fee applies to.
Fee structure *	choose	Pick the fee structure that lists what the student must pay.
Installment plan	choose	Pick how the fee is split into payments. Leave as the default if unsure.
From *	date	The date this fee starts applying to the student.
Until	date	The date this fee stops applying. Leave blank if it has no end.
Note	long text	Any extra detail about this assignment. Optional.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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