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How to charge instrument loan fees
- On the top bar, click on the “Students” icon.
- Find the student involved.
- To create the charges:
- Click on the money icon for the student.
- Click on “New Charges”
- Set in the appropriate payment due dates.
- For “Line Type Item”, select “Other”.
- For “Program”, select “Instrument Loan”.
- For “Charge Category”, select “Instrument Loan Fee”.
- For “Line Item Title”, enter relevant instrument, i.e. “Oboe (1)”.
- For “Amount”, enter “$120”.
- Click on “Add Line Item”.
- Click on “Create”
- Close the window and email the student:
- Tick the blue box next to the student.
- At the bottom bar in your screen, click on the “Mail” icon.
- Change the reply-to email to your own.
- Select template of “SCYO Instrument Loan Fee”.
- Edit necessary details in the email.
- Click “Send”!