NSW Finance - Creating and Editing a Line Item (Fee) for an Individual Student

Note: This article is for the benefit of New South Wales schools only.

The Line Item is the individual invoice (fee) that is created for the event, activity or contribution (the Fee Mapping). The Line Item is what is visible on the student and what the caregiver will see on their statement. It is what will be used to create the financial reports.  

A Line Item can be created for an individual student or in bulk for a group of students. When creating a Line Item for an individual, it is possible to create a one-off sundry item or use an existing Fee Mapping.

CREATING A LINE ITEM

1. Find the student using one of the search tools available

2. Click on the student Finance ($) icon

3.  Click ADD A LINE ITEM

4.  If you are creating a Line Item for an already existing Fee Mapping e.g. other students have this item but this student has just started, click USE FEE MAPPING and select the item from the drop down list.

5.  Enter the details to apply to this student. e.g. the date and amount may change if the student started mid-season. Click SAVE CHANGES.

6.  If the Line Item is stand alone and is not required for other students e.g. sundry lunch purchase, use CREATE NEW LINE ITEM. This will create a line item only and will not create a master Fee Mapping record. 

7.  Complete the fields and click SAVE CHANGES

• Select the Fee Category, Cost Centre and Internal Order this line item relates to.  These are selected from the DoE's available options.
• Enter the Line Item Name, Description (optional), Date and Amount. These are what the caregiver will see on their statement.
• Enable the This item is refundable if any associated payments can be returned to the payer at a later date.

8.  The line item will now be visible on the student.