How to Customise Fees for Individual Students

How to Customise Fees for Individual Students

OVERVIEW


This tutorial will show users how to add Resources and Other type fees using the Enrolment Wizard. This functionality allows the inclusion of certain fees tailored to specific students.

Location in SMS: Students> Enrolments > Action button > Enrolment Wizard > Payment tab

Enrolment Wizard > New Payment Tab


IMPORTANT
  1. This functionality only works with manual enrolment.
  2. Only Resource and Other fee types can be added when manually enroling a student.
  3. Once added, Resource and Other fees will be displayed at the bottom of the Student Fees data table with an Action button where users can edit or delete the additional fees. 
  4. Fees that were set at the Program Instance level cannot be edited or deleted. See image below where the Action button only appears for the newly added Resource Fee via the Enrolment Wizard.



Step Tutorial


1. Login to your SMS and go to Students.
2. Select your student.
3. Go to the Enrolments tab.
4. Click New if you are to add a brand new enrolment. Otherwise, select the Enrolment and click Action > Edit to open the enrolment wizard.

Refer to the image below for Steps 1 - 4


5. Complete the Enrolment details (applicable for new enrolments).
6. Click Continue.

Refer to the image below for Steps 5 and 6


7. Click New.
8. Select the Fee Type.
9. Add a short Description.
10. Indicate if GST is charged.
11. Set the actual the amount of this fee.
12. Review your inputs then click save.
 
Refer to the image below for Steps 7 and 12


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