Using actions to Change Charged Amount
Access: Payable Administrators
Select Payable Status from the main School admin home page on the shop site.
If you need help finding the relevant payable data on this page, please refer to: Payable Status - Filters and tools to refine your view.
About Change Charged Amount
- Changing the charged amount for a payable can be used whether there has been a payment made or not.
- The charged amount can be either increased or decreased.
- The amount can be changed for up to 10 student records at a time.
If the charge is being reduced, and payment has already been made in full, a partial Refund will need to be made before Changing Charged Amount.
This can be completed by Using actions to refund a payable.
Helpdesk can assist with partial refunds in bulk. Please contact them if you have any queries.
EXAMPLES OF USE:
A trip has become less (or more) expensive than expected.
Fundraising has contributed to the cost of the item.
A student is injured part-way through swimming lessons or a sports season.
Select Action: Change Charged Amount
Select which options you would like to view on your screen - No payments, Part payment and/or Paid. The page defaults to No payments and Part payments.
All payables for your selected criteria will appear on the screen to view.
All payables for your selected criteria will appear on the screen to view.
To select all, tick the top box and all payables will be selected:
Reminder - you can only change the amount for up to 10 student records at a time.
Use the dropdown menu to Select action: Change Charge Amount:
Fill in the compulsory Comment field. This comment will appear on Payable Status when the comment column is enabled.
Fill in the NEW charged Amount that will show for parents (NOT the increase or reduction).
Click Confirm.
A notification box will appear confirming the Charged Amount has been changed.