Overview
Create Person Charge Items for Students who have an Attendance Status of ‘Attended’ or ‘Confirmed’ within an Event.
Step-by-Step
Prerequisites: before charges can created from a Event, the event needs to be created and attendees need to be linked to the Event. To read more about Events in general, click here.
Step 1: Navigate to the Student Billing homepage and choose Find an Event under the General section.
Step 2: Using the Query Design, find the Event for which you’d like to create charges.
Step 3: A screen, similar to the one below, will appear with attributes unique to the event presented. You will also see a listing of participants; their current role for the event; their current status; an indicator as to whether they participated; and the amount billed.
Step 4: In the header level, choose the Catalog Item you’d like to assess to the participants; the Override Fee (if necessary); and the Item Charge Date (the Item Date that will assigned to the resulting charges).
Step 5: Click on the Action Button and choose Create Charges. ***Please note*** only those participants that have an Attendance Status of ‘Attended’ or ‘Confirmed’ will have charges created for them.
Step 6: When your browser is refreshed, you will see the Amount Billed populated.
Step 7: Navigate to the Student Billing homepage or the Accounts Receivable homepage to view the charges in the Unposted Student Charge listing.
