Advance Fixed Payment


This section walks you through closing out or moving your fixed payment items into the next school year.

  1. On the end of year page, find Advance Fixed Payment and click "Start"


  2. Next to each fixed payment item, select an action. See End of year options for student ledgers to help with your decisions.

  3. If you want to bill in conjunction with the action, also select Bill.

NOTE: Selecting  Bill takes the sum amount owed for an item and applies that amount to the students' miscellaneous ledgers in the next school year. The miscellaneous ledger for the next school year will have a rollover balance plus any line items from the end of year billing process. The  Bill option is available with both the  Close and the  Recreate options. However, it is not available for the  Continue option as attempting to do so would result in double billing.

  1. When finished, click "Review Changes"


  2. On the Confirm Fixed Payment Actions page, review your selections. If you are satisfied with the selections, click Save. If not, click Back and walk through the steps again.

IMPORTANT:
  • When you save your changes, this section is locked, and you cannot make updates. Be sure you are confident in your selections.
  • Your end of year selections will appear once your Charms profile has been moved to the new school year. Until then, the sections you have closed may show as zero balances.
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