As of July 12, 2021, this "Learn Veracross" site has been deprecated. It will remain live at least through October 1, 2021, but will no longer be updated. All knowledge content has moved to the new Veracross Community. Please update your bookmarks.
Create Person Charge Items for Students who have an Attendance Status of ‘Attended’ or ‘Confirmed’ within an Event.
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.