IN THIS ARTICLE:
Learn how to create charges in bulk for non-tuition/non-Anniversary fees, such as uniform or competition fees.
- What is a Miscellaneous or Group Charge?
- Creating a Miscellaneous/Group charge for families
- Creating a Miscellaneous/Group charge for students
What is a Miscellaneous or Group Charge?
Miscellaneous or Group Charges are useful for charging groups of students or families for non-tuition and non-Anniversary items such as competition fees, uniforms, etc.
Note: Because charges are tied to specific locations, be sure that you have the correct location selected at the top of the page if you are using a multi-location iClassPro account.
Creating a Miscellaneous/Group charge for families
From the FAMILIES page, you will be creating one charge per family.
- Use the Search filters to find the group of families you wish to charge. (Be sure to limit the results to ACTIVE families only if you are using Class/Program filters to ensure that you only charge active families.)
- Select the families you wish to charge or click "Select All" to choose all of them.
- In the page footer, click the Create a Charge button (the icon that looks like a stack of coins).
- In the new charge window, choose the line item type "Other" to create the charge.
- Select a Program, Charge Category and enter an Amount for the charge.
- (Optional) To apply a Discount or charge Tax on a specific line item in the charge, use the fields below the line item amount.
- Click Add Line Item to add this line item to the charge entry.
- Repeat steps 5-7 for any additional items in the charge.
- Click Save to save all line items in this charge window as individual single ledger entries.
Creating a Miscellaneous/Group charge for students
From the STUDENTS page, you can create one charge per selected student. Note that the charge window title will still show New Charge :: Multiple Families as miscellaneous charges are connected to families and not directly to students.
- Use the Search filters to find the group of students you wish to charge. (Be sure to limit the results to ACTIVE students only if you are using Class/Program filters to ensure that you only charge active students.)
- Select the students you wish to charge or click "Select All" to choose all of them.
- In the page footer, click the Create a Charge button (the icon that looks like a stack of coins).
- In the new charge window, choose the line item type "Other" to create the charge.
- Select a Program, Charge Category and enter an Amount for the charge.
- (Optional) To apply a Discount or charge Tax on a specific line item in the charge, use the fields below the line item amount.
- Click Add Line Item to add this line item to the charge entry.
- Repeat steps 5-7 for any additional items in the charge.
- Click Save to save all line items in this charge window as individual single ledger entries.