Generate contract fees when processed

Billing clerks determine what criteria must be met before required fees are generated for students; Billing clerks can opt to override this automatic behavior and instead manually generate charges throughout the school year.

To get started, hover over Billing in the navigation and select Billing years. Select Edit Billing year.

Under Generating fees, automate generating fees by enabling Automatically generate charges when a contract is returned and processed; leave this setting unchecked if Billing clerks should manually generate fees throughout the school year.

Determine how the charge date and due date for each fee is set:

• Set charge on dates using :

  • the date contract is processed

    The date the contract is processed in Enrollment management.

  • a specific date

• Set due dates using:

  • Using the charge due date defaults

    Required fees are all due based on the default charge date setting (e.g., the 5th of the following month). A default charge date must be set to use this option.

  • a specific date