Mass fees can be assigned to a list of selected students or to a Customer Group(s).



Mass Fees

  1. From the Menu select Functions.
  2. Click Mass Fees under the Bulk Operations header.
  3. Select the Customers being assessed a fee:
    1. Option 1- Manually select customers.
      1. Select your customer(s) from the left side of the screen. You may filter the lists of customers to choose from by selecting their site, status, and type.
      2. Click Add.
        Note: Once an individual customer is added, they are moved from the left side to the right side of the screen, creating a list of customers to fee.
    2. Option 2- Assign a Fee to a Customer Group. 
      1. Select the desired Customer Group from the dropdown on the right side of the screen, populating your list of customers to fee.

  4. Once you have your list of customers to be assessed a fee, click Items to select the Item(s) to fee.

  5. Select the desired Item and click Add.
    Note: Once an item is selected to fee, it is moved to the right side of the screen.

  6. Optional: Select a date for the fee to automatically become a fine and/or add a memo.

  7. Click Review

  8. Review the Mass Fee Review Screen, which displays the following:
    1. All Students the fee will be assigned to
    2. Item #
    3. Item Description
    4. Auto Fine date (if selected)
    5. Memo (if entered)
    6. Price the students will be charged
      Note: If price levels are assigned to students, the price level assigned will display, along with the price the student will be assigned as a fee.

  9. Click the Click to confirm the fees below are correct button to confirm the fee details displayed are correct.

  10. Click Save to execute assessing the fee.


Note: Saved confirmation message indicates fees have successfully been assigned to students.