Fee + Receipt function combines the creation of a Standalone Fee and the receipting process. This function is designed for ‘over the counter’ payments for items such as uniform purchases and fundraising.

As a Fee + Receipt is creating both a Fee and a Receipt, therefore this function should not be used to record a payment for a fee that already exists in the system.

To perform a Fee + Receipt:
1. Select Fee + Receipt under the Fee Creation menu
2. Enter the Fee Run Name - this is a unique mandatory field not visible to parents.
3. Select the date and time for the Fee + Receipt  
4. Select the payment method form the dropdown eg. Cash, Cheque, EFTPOS, Money Order or Third Party.
5. Additional payment data is needed depending on which payment method is selected.
6. Select the till associated with the payment.
7. Select the Fee Items to charge.
8. Continue to Add Line Item as necessary for further charges to be included.
9. Group by: Contact – Create fees grouped by Contacts, or Student – Create fees group by Students.
10. Bill to:
    a. Student – If selected then all bills created will be billed to students. Fee line items will show which students the bills are linked to.
    b. Contact – If selected then all bills created will be billed at a contact level. Meaning fee line items will have no links to any students.
11. Link to Activity – Skip this field. Typically, a fee would already exist for the Activity and therefore the Fee + Receipt function should not be used.
12. Academic Period – Will default to the current year
13. Select who to Bill. Select the students to be included in the student picker.
14. Edit the dollar amount per student if needed by selecting the Edit button next to the student’s name.
15. Select the Generate button to view a preview of the fees.
16. Review the fees being created.
17. Select Run to create the fees.

To learn more about Sentral Finance, watch our video tutorials or view our user, admin and quick reference guides.