How to create a Standalone Fee
To complete a Standalone Fee, go to Fee Creation in the left-hand menu and then select Standalone Fee.
Ensure the following fields are completed:
1. Enter a unique Name for Standalone Fee Run.
This name will be used as a filter in the Fee Register. This is a system reference and responsible parties will not see this.
2. Uncheck and enter a different reference if required, otherwise skip. If used, this data will be visible to parents.
3. Select the date and due date.
4. Select the Fee Items to charge.
This automatically populates the Description and additional costing elements–Fee Category, Internal Order, Cost Centre and Amount.
5. Continue to Add Line Item as necessary for further charges to be included in the overall fee.
6. Select the Group by and Bill to:
a. Group by is Contact, meaning the students associated with the same contact will be grouped together for fee creation.
b. Group by Student – each student will have a separate Fee created regardless of having the same Contact.
c. Bill to Student – Fee line items will show which students the Fees are linked to.
d. Bill to Contact – Fee line items will have no links to any students.
7. Link to Activity - If this Standalone Fee accompanies an activity that has been created in the Activity module, use the dropdown to select the activity, otherwise skip this field.
8. Academic Period - defaults to the current year.
9. Select Who to Bill. Select the students to be included in the student picker.
10. Select Search Students and edit the returned records if required. Uncheck any students not required to receive the fee.
11. Select Add Selected to include the students for the fee on the right-hand side.
12. If required, to amend the fee amount, select the Edit button next to the student and change the value of the fee.
Note: It is possible to create a non-student Contact on the fly by selecting the Add nonstudent Contact link and completing the details. This will create an Adhoc Contact record.
13. Once you have finalised the student selection and fee amount, select the Generate button to view a preview of the fees.
14. Review the fees being created. You can see the details of a fee by selecting the Details button.
Data can be exported into a CSV file for ease of use, analysis, and calculation.
15. Select Run to create the fees.
Once the fee is created, you will be taken to the Fee Register. The register will have the fee run filter prepopulated to show the fees just created.
To learn more about Sentral Finance, watch our video tutorials or view our user, admin and quick reference guides.