Kindergarten - Applying a Term Based Billing Charge

Some services, like kindergartens, may wish to bill by term rather than by session. Xap has been configured so term based billing is simple for these services to manage.

1. Select the Payments & Billing screen
2. Select Misc Charges

3. Select the Green + Add button the right side of the page to add a new misc. charge.

4. Select the Centre name if you are in Enterprise mode
5. Select Children
6. Select Advance Search

Apply Filters as required to refine the list of Children to apply the Charge to.

7. Booking From Date - Add in the Date to view Booked Children from
8. Booking To Date - Add in the Date to view Booked Children up until
9. Room - Select the Room/s (Programs) to apply the Term Charge to
10. Session - Can be selected if wanting to further refine the room to a specific Fee type only
11. Include/Exclude Children with the following Tag/s - Select the Tag/s to refine by Children further eg KFS+ / FTB / Health Care Card etc.
12. Search - Select the search button to apply the selected filters.

13. Children - Select the children from the refined list
14. Charge Date - Add in the date the charge will be displayed on the Statement/Invoice for
15. Transaction Category - Select the Transaction category from the drop-down eg. Term 1 2023 - Blue Room

see: Managing Kindergarten Term Charges

16. Amount - The amount will be defaulted if it has been added into the Transaction category, however this can be edited if required.
17. Description - The description will be defaulted if it has been added into the Transaction category, however this can be edited if required.
18. Repeats - Select Never
19. Select Save to apply the Term Charge to the selected Children.

Updated on: 22/12/2022