,
located on the top navigation bar.Charges are assessed when an item has been damaged and/or before an item is issued as a prerequisite for that item's issuance.
Charge Types are created by the district level administrative user and all charges require the selection of an established Charge Type. The district level administrator also determines if you can adjust the dollar amount required to satisfy a charge. Charges can be either unsatisfied or satisfied.
Process a Charge Payment
1. Click
on ,
located on the top navigation bar.
2. Using the Staff filters, search for the desired staff.
3. Click
on 
Assess
Charge, located in the respective staff's row under the Actions column.
The Charges tab for the respective staff opens.
4. Click
on 
New
Charge Payment, located in the respective charge's row under the Actions column.
The New Payment window will launch.
5. Enter a payment amount into the Amount field.
6. Enter any desired notes regarding this charge into the Payment Notes field.
7. Click
on 
Save.
The Charge Payment is added to the Charge History grid
at the bottom of the New Payment window and the "Payment
has been saved successfully" statement appears.
8. Click
on 
to
close the New Payment window.
Refund a Charge Payment
Refunds to a charge payment are displayed on the staff's Charge Receipt.
1. Click
on ,
located on the top navigation bar.
2. Using the Staff filters, search for the desired staff.
3. Click
on Assess
Charge, located in the respective staff's row under the Actions column.
The Charges tab for the respective staff opens.
4. Click on 
Refund, located
on the respective charge's row under the Actions column.
The Issue Refund window opens.
5. Enter the desired refund amount in the red Refund Amount field. The default amount for this field is the total charge amount received to date.
6. Enter any desired notes regarding this refunded payment into the Refund Notes field.
7. Click on 
Save. Within
the Charges Grid, the refunded amount is displayed under the Refunds column.
Void a Charge Payment
Voiding a charge payment removes the payment from the staff's Charge Receipt.
1. Click
on ,
located on the top navigation bar.
2. Using the Staff filters, search for the desired staff.
3. Click
on Assess
Charge, located in the respective staff's row under the Actions column.
The Charges tab for the respective staff opens.
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 desired notes regarding this voided payment into the Payment Notes field.
7. Select the Void Payment box.
8. Click on 
Save. Within
the Charge Payment Grid, the voided payment is now in gray
text.
NOTE:
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.
Charge Types are created by the district level administrative user. Depending on the settings established a site user may or may not:
· change the price of a charge type
· view percentages based on the product's replacement price