How Do I Create a Miscellaneous/Group Charge?

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?

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.

  1. 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.)
  2. Select the families you wish to charge or click "Select All" to choose all of them.
  3. In the page footer, click the Create a Charge button (the icon that looks like a stack of coins).

  4. In the new charge window, choose the line item type "Other" to create the charge.
  5. Select a Program, Charge Category and enter an Amount for the charge. 
  6. (Optional) To apply a Discount or charge Tax on a specific line item in the charge, use the fields below the line item amount.
  7. Click Add Line Item to add this line item to the charge entry.
  8. Repeat steps 5-7 for any additional items in the charge.
  9. 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.

  1. 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.)
  2. Select the students you wish to charge or click "Select All" to choose all of them.
  3. In the page footer, click the Create a Charge button (the icon that looks like a stack of coins).

  4. In the new charge window, choose the line item type "Other" to create the charge.
  5. Select a Program, Charge Category and enter an Amount for the charge. 
  6. (Optional) To apply a Discount or charge Tax on a specific line item in the charge, use the fields below the line item amount.
  7. Click Add Line Item to add this line item to the charge entry.
  8. Repeat steps 5-7 for any additional items in the charge.
  9. Click Save to save all line items in this charge window as individual single ledger entries.

Need more assistance?

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