To quickly charge parents a fee for a group or year, use the Quick Charge function. Only members of staff who have the Fees admin role can perform this task.
N.B. If you want to charge students that aren't in a group yet, see this article to create a group first.
- On your SchoolsBuddy Homepage, please click on the Fees tab to access the Fees Module. (You must be assigned the Fee Admin Role in order to access this feature)
- Once you are inside the Fees Module, click on the Quick Charge tab. Search for either a group or year/grade name.
- If the group or year has previously been charged any fees, they will appear below as a quick reference to avoid duplication.
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- If you are charging the whole group: Click 'Quick Charge' tab
- If you are Charging certain students in the group: Fill in the chargeable amounts for each student
- If you choose to Quick Charge a whole group a pop-up will appear and you can set a custom amount.
- Click Submit to apply changes to all students in the group.
- All the charges are auto-populated. Scroll down to enter the reason for the charge in Event Name.
Check the Includes Tax box if you would like to see tax details on financial reports.
Check Send Email Notification to Parents to alert parents that the charge has been added to their account.
- Click Submit to raise the charges to the group member's accounts.
- Click Confirm in the warning pop up message.
- A success message will appear to confirm the charge has been successful.
A record of the charge can be seen in the Quick Charge window, and it can also be viewed under the year or group in the Fees Summary tab.