Charges are assessed when an item has been damaged and/or as a prerequisite before an item is issued. Charge Types are created by the administrative administrator and all charges require the selection of an established Charge Type. The administrative administrator also determines if site level users can adjust the dollar amount required to satisfy a charge. Charges can be either unsatisfied or satisfied.

1.  Quick Nav:
2. Site View
3. Students

Process a Charge Payment

1. Click on Students, located in the top navigation bar. 
2. Filter for the respective student.
3. Click on Assess Charge, located in the respective student's row under the Actions column. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs. The Charges tab is expanded.
4. Click on  New Charge Payment, located in the respective charge's row under the Actions column. The New Payment window opens. 
   
   
5. Enter a payment amount into the Amount field. 
   
   If the Payment Amount matches the Charge Amount Due, the charge will automatically be set to satisfied. If a Charge Payment is voided for a satisfied charge, the charge will automatically return to unsatisfied.
6. Enter any respective notes regarding this charge into the Payment Notes field (optional). 
7. Click on Save. The Charge Payment is added to the Charge History grid at the bottom of the New Payment window and the message "Payment has been saved successfully" displays.
8. Click on Close to close the New Payment window. 

Refund a Charge Payment

1. Click on Students, located on the top navigation bar. 
2. Filter for the respective student.
3. Click on Assess Charge, located in the respective student's row under the Actions column. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs. The Charges tab is expanded.
4. Click on Refund, located in the respective charge's row under the Actions column. The Issue Refund window opens.
   
   
5. Enter the respective fund amount in the Refund Amount field. 
          a. The default amount for this field is the total charge amount received to date. 
6. Enter any respective notes regarding this refunded payment into the Refund Notes field (optional).
7. Click on Save.
          a. The refunded amount is displayed under the Refunds column in the Charges grid. 

The refunded amount is displayed under the Refunds column in the Charges grid.

Void a Charge Payment

Refunds to a charge payment are displayed on the staff member's Charge Receipt. If a Charge Payment is voided for a satisfied charge, the charge will automatically return to unsatisfied.

1. Click on Students, located on the top navigation bar.
2. Filter for the respective student.
3. Click on Assess Charge, located in the respective student's row under the Actions column. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs. The Charges tab is expanded.
4. Click on the respective charge's row. The grid expands to display all respective payments.
5. Click on Edit Payment, located on the respective payment's row. The Edit a Payment window opens.
   
   
6. Enter any respective notes regarding this charge into the Payment Notes field (optional).
7. Select Void Payment.
8. Click on Update.