Manage student billing adjustments

Modified on Wed, 25 Feb at 6:19 AM

TABLE OF CONTENTS

Introduction
Find a student
Add a billing adjustment
Edit a billing adjustment
Delete a billing adjustment

Introduction

Billing adjustments let you include fees other than tuition fees, that aren’t part of the general billing run–for example, scholarships, bursaries, staff discounts, etc.

You can:

Add a billing adjustment
Edit a billing adjustment
Delete a billing adjustment

Find a student

To find a student, go to Student profiles and then select Current students, Past students or Future students.

Next, use the filters to help you find the student.

Your search results display.

Select the student from your search results.  

Add a billing adjustment

In Billing adjustments, select Add to add a billing adjustment.
In Add billing adjustment, select the following:

Field	Description
Select a fee	Select the fee you want to include.
Amount	You can select: Default – to use the current value set on the fee code for a student. This value changes as the fee schedule changes. For example, the Bursary may have been $4500 last year, $5000 this year and $5500 next year. Override amount – to override the amount set on the fee code for a student. For example, the school gives a different bursary amount for a student for the next three years at $3000 per year. Select Override amount and enter the amount. In the next bulk student billing run, the student will get a Bursary for $3000 on the billing. Override percentage – to override the percentage set on the fee code for a student. For example, a student whose parent works at the school half-time gets a 20% staff discount from the school. Select Override percentage and enter the percentage. In the next bulk student billing run, the student will get a Staff discount of 20% on the billing.
Adjustment from	Select the date from when the billing adjustment starts for this student.
Adjustment to	Select the date when the billing adjustment ends for this student.
Comments	(Optional) You can add a note or comment here, such as, ‘Agreed to 45% Staff discount as part of salary packaging’.

When finished, select Add.

You've now added a billing adjustment.

Next, you can manage family billing groups for this student profile.

Edit a billing adjustment

In Billing adjustments, select the 3 dots icon for the billing adjustment you want to edit.
Select Edit to edit a billing adjustment.
In Edit billing adjustment, you can edit the following:

Field	Description
Select a fee	Select the fee you want to edit.
Amount	You can select: Override amount – to edit the override amount set on the fee code for a student. Override percentage – to edit the override percentage set on the fee code for a student.
Adjustment from	Edit the date from when the billing adjustment starts for this student.
Adjustment to	Edit the date when the billing adjustment ends for this student.
Comments	Edit the comment if you need to.

When you’re done, select Save.

You've now edited a billing adjustment.

Next, you can manage family billing groups for this student profile.

Delete a billing adjustment

In Billing adjustments, select the 3 dots icon for the billing adjustment that you want to delete.
Select Delete to delete a billing adjustment.
Select Save.

You've now deleted this billing adjustment.

Next, you can manage family billing groups for this student profile.