Student Charge Receipt

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.  

View Student Charge Receipt

The Charge Receipt provides, in PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.) format, the information regarding the product, the charge type assigned, the status of the charge, any charge notes, and payment history, including who collected the payment and from which campus the payment was collected, for a particular student.

1. Click on , located on the top navigation bar.
2. Using the Students filters, search for the desired student.
3. Expand the student's row by clicking on their name.
4. On the Charges tab, locate the item to which the charge was assessed.
5. Click on Charge Receipt, located in the respective charge's row under the Actions column.  The receipt will launch as a PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.).  Use the PDF reader's controls to print the receipt.
6. Click on to close the Charge Receipt window.
   

View Full Charge Receipt

The Full Charge Receipt provides, in PDF format, the information regarding all products charged to the student, the charge types assigned, the charge dates, the charge amounts, any charge notes, and payment summary for each charge. The report also provides the total of all charges, total paid and total amount due. *

1.      Click on , located on the top navigation bar.

2.      Using the Students filters, search for the desired student.

3.      Expand the student's row by clicking on their name.

4.      On the Charges tab, select Full Charges Receipt under PDF in the Select Charges Report dropdown menu. The Full Charge Receipt Settings window opens.

5.      Select Charge Date, Charge Amount, Charge Type, or Product Name from the Sort By dropdown menu.

Charge Date is selected by default.

6.      Select Include Satisfied Charges to include satisfied charges on report.

7.      Click  GO. The receipt will launch as a PDF.  Use the PDF reader's controls to print the receipt.

8.      Click on  to close the Charge Receipt window.

NOTE:

To view and/or print the Charge Receipt or Full Charges Receipt, the computer you are using must have a PDF reader installed (for example, Adobe® Reader®).

Full Charge Receipt sorts accordingly:

Charge Date - sorts by the most recent date first.

Charge Amount - sorts by the highest charge amount.

Charge Type - sorts alphabetically by type

Product Name - sorts alphabetically by product, followed by non-products

If the Show Voids filter is selected, the Full Charges Receipt dropdown is hidden from user.