For:AdminHeadmasterBursar
A fine or other charge is an invoice the school raises by hand, outside the term's fee structure: a broken window, a lost library book, a trip. It is billed to the student's account and is paid, waived and voided like any other invoice. Selling catalogue items is done from Merchandise instead.
Raising a charge
- Click Raise charge on Finance → Invoices, or on a student's ledger, where the student is already filled in.
- Choose Fine or Other charge.
- Add one line per thing being charged: a description, a quantity and an amount. The invoice total is the sum of the lines.
- To take the money now, turn on Take a payment now and enter the amount, method and account. Once it is saved you're asked whether to print the receipt.
- Click Raise fine or Raise charge.
The charge is raised in the current term. It appears on the student's ledger and statement, and each line prints on the invoice.
A payment taken here goes to this charge only. A payment recorded from Finance → Payments clears the student's oldest debt first, whatever it is for.
Where it shows up
- Finance overview: collected fines and charges have their own Fines & Charges tile, and count towards the running balance. They are never counted as school fees.
- Payments: filter by the Fine or Other tag.
- Parent portal: unpaid fines and charges count towards the school's portal fee block, like unpaid fees.