To add a Fee to an individual account/Student ID, follow the steps below:
- Select People Search.
- Type a parent name in the search box then select Search. Note: Make sure Registered Users is selected.
- When the correct parent name appears, select directly on their name. Note: You need to select the parent name, not the student.
4. Select the Fees tab
5. Select Add Fee
6. Complete the Create Fee Transaction form shown below.
Note: You need to enter a dollar amount into each of the three Full, Reduced and Free fields. Even if the student would pay the same regardless of economic status, you have to enter a dollar amount into all 3 fields. It can be the same amount in all 3 fields as well. Be sure to select an Account Code from the drop-down. You also need to ensure that you are selecting the Add button to the right of the dollar amount fields. The Add button will change to an Edit button to alert you that the amount has been added successfully to the fee you are creating. At the bottom of the screen, you also need to ensure that the correct student is listed in the bottom right box under the heading Attach Accounts. You only need the Allow Partial Payments option to be selected if you are allowing the payer to make multiple payments toward a larger Fee amount. If the new Fee you are creating is is to allow a payer to make a one-time payment toward an activity or for another reason, ensure that box is not checked as it does not apply to one-time Fee payments.
7. When all of the information is complete, select Save.
This Fee can now be viewed either on the Admin side by selecting the Fees tab again and selecting the Go button for Unpaid Fees. You can complete the checkout process to pay the fee from the Admin side. Or, the parent will be able to pay this Fee online. When they log into their account and select Activities, there will be a Fees button next to the Enrollment History.
Fees Tab - Admin View
Fees Tab - Public View - What the parent/payer sees when they log in