Student Billing State-of-Mind: Fixing Fee Schedules

Tis the season for fixing fee schedules. Okay, so it is not like the holiday season (in many ways) or something that only happens once a year; I was trying to come up with something catchy. In reality, correcting fee schedules is not a barrel of laughs but something we all must do from time to time so I thought it would be a good topic to cover.

If the fee schedule is partially or fully generated and the new amount of the schedule is less than the generated activity, delete the generated charges until the generated amount is less than or equal to the new scheduled amount. Once this is done or if the schedule has not been generated:

1. Open the student's record and select the Activity tab.
2. Select Scheduled Activity from the view drop-down menu .
3. Highlight the appropriate schedule and click Open.
4. Select the Billing Schedule tab and enter the correct amount.
5. Select the Schedule tab and click Modify Schedule.
6. Enter the correct information for the scheduled amounts:
   1. Change the frequency and number, if needed.
   2. Change the dates and amounts.
   3. Click Distribute evenly to re-distribute the amounts evenly.
   4. Click Load Schedule to select a default schedule.
   5. Click OK when the remaining amount is 0.00 and you have finished editing the schedule.