1.  Navigation:
2. Site View
3. Student Charges

"Charges" are assessed when an item has been damaged and/or as a prerequisite before an item is issued. The "Charge Assessment" window allows the site user to document the specifics of a charge and its payment history.

Assess a Charge to a Student

Assessing a charge with a tag allows the site user to document and/or receive a specified dollar amount regarding an item/tag issued to a student (for example, a missing accessory, broken part, or late charge).

A charge can be assessed without a tag to allow the site user to document and/or receive a specified dollar amount prior to the issuance of an item to a staff (for example, insurance, deposit, or permission form).

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 displaying the Details, Inventory, Charges, and Attachments tabs. The record expands and displays the Charges tab.
4. Click on Add Record. The "Assess a Charge" window opens.

5. Select a charge type from the Charge Type drop-down menu.
   • If the charge type does not require a tag to be associated with the selected charge type, skip to step 8.
6. Click on Select, located under the "Actions" header, to associate an "In Use" item to the charge.
   • If the item is no longer in the status of "In Use" for this student, click on the Show History option in the "Product and Tag" header section. This will display all items that were previously issued to this student.
7. If the charge type allows, and it is desired, adjust the charge amount in the Charge Amount field.
8. (Optional) Enter any respective notes regarding this charge into the Charge Notes field.
9. Click on Save. The charge is added to the "Charge History" grid at the bottom of the "Assess a Charge" window.
10. Click on Close to close the "Assess a Charge" window.

Void a Charge for a Student

A charge can be voided only if there are no payments associated with the charge. In order to void a charge with payments, each payment must be voided first.

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 displaying the Details, Inventory, Charges, and Attachments tabs. The record expands and displays the Charges tab.
4. Click on Edit Assessed Charge, located on the respective charge's row. The "Edit a Charge" window opens.

5. Select Void.
6. Click on Update. The "Void Charge Confirmation" window opens and displays the message “You are about to void this charge. This action cannot be undone.”
7. Click OK.
8. Click on Close to close the "Edit a Charge" window.
9. To view the voided charge, select Show Voids, located above the "Charges" grid for the respective student.