Go to Fees > Summary, choose a date range and filter by student or by group/grade. Expand the activity with + to see the Fee Charged and Balance Outstanding for each student.
For staff who need to see what is owed for an activity, by group or by individual student, after students have been booked.
| I want to | Go to |
|---|---|
| See what is owed for an activity or group | Check fees by group |
| See what one student owes | Check fees by student |
| Send a chase notice or adjust a fee | Check fees by group (steps 4 and 5) |
Open the fees summary
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Select the Fees tab, then the Summary tab.
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Choose the Date range (A). Then use the Filter (B) to filter by Student (C) or Group/Grade (D).
Check fees by group
Find the group (activity) in the drop-down list.
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Select + (A) to show the container details. For a Preference Based Sign Up this shows the container; for an Instant Book container, such as Wraparound Care, it shows the event name.
- Fee Charged is the total revenue the activity brings in for the school.
- Balance Outstanding is the amount parents still need to pay.
Select + (B) to show every student booked on the activity.
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To chase unpaid fees, select the red envelope icon (C) to send a Chase Notice.
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Check the amount for the activity (A) and the balance owed for each student (B). To change the cost for a student, select Adjust Fee (C), then fill in the Description and Reason for adjustment.
Check fees by student
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Use the drop-down box (A) and select the student's name. The fees summary for that student appears.
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To chase an unpaid balance, select send a chase notice email (B).