Assign Fees to One or More Students | openSIS Billing & Fees

Assign Fees to One or More Students

Overview

The Assign Fees and Request Money page allows administrators to assign one or more fee items to individual students or groups of students. Fee assignments can include due dates, invoices, multiple fee types, and customized descriptions, making it easy to manage tuition and other school charges.

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Billing and Fees > Assign Fees and Request Money

Assign Fees to Students

  1. Navigate to Billing and Fees > Assign Fees and Request Money.
  2. Locate the students you want to bill.
  3. Use the checkboxes to select one or more students.
  4. Click Assign Fee.

Note: Multiple students can be selected to assign the same fee in a single action.

Complete the Fee Assignment

The Assign Fee window opens.

Provide the following information:

  • Due Date – Select the payment due date.
  • Create Invoice (Optional) – Enable this option to automatically generate an invoice for the assigned fee.
  • Fee Type – Select the fee category.
  • Description – Enter or edit the fee description.
  • Quantity – Specify the quantity, if applicable.
  • Rate/Amount – The amount is automatically populated based on the selected fee type but can be adjusted when permitted.

Assign Multiple Fee Types

To assign additional fees during the same transaction:

  1. Click Add Another Fee Type.
  2. Select another fee type.
  3. Enter the required details.
  4. Repeat as needed.

This allows multiple charges to be assigned without creating separate fee assignments.

Modify the Selected Students

Before submitting the assignment, you can:

  • Remove an individual student from the selected list.
  • Add additional students from the main screen if required.

Complete the Assignment

After reviewing all fee details:

  1. Click Assign Fee.
  2. The selected fee(s) are assigned to every selected student.
  3. If Create Invoice was enabled, invoices are generated automatically.

The assigned fees become available immediately on each student's ledger and can be collected through the payment process.

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