{"id":2530,"date":"2013-08-28T10:35:30","date_gmt":"2013-08-28T17:35:30","guid":{"rendered":"http:\/\/blog.quickschools.com\/?p=2530"},"modified":"2023-06-12T03:09:17","modified_gmt":"2023-06-12T10:09:17","slug":"standard-charges-for-discounts","status":"publish","type":"post","link":"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/","title":{"rendered":"Standard Charges for Specific Students"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div><p>The <a title=\"Powerfully Simple School Management\" href=\"http:\/\/www.quickschools.com\">QuickSchools<\/a> Standard Charges module is actually a very powerful tool for applying discounts and charges based on group of students. For example, you may have a discount for siblings, or a discount for veterans, or a discount for employees. Although the <a title=\"QuickSchools Fee\u00a0Tracking\" href=\"http:\/\/blog.quickschools.com\/2012\/03\/10\/quickschools-fee-tracking\/\">Fees Tracking<\/a> module may not know automatically if a student is deserving of one of these special discounts, once you include a student into a standard charge, the Fee Tracking module remembers this, so you can re-apply the same discount\/charge in the future.<\/p>\n<p>Let\u2019s go through an example:<\/p>\n<h2><b>Creating a Standard Charge<\/b><\/h2>\n<p>First you\u2019ll need to go to the \u201cFee Tracking\u201d &gt; \u201cStandard Charges\u201d menu and click on \u201c<strong>+ Add Standard Charge<\/strong>\u201d:<\/p>\n<figure id=\"attachment_2535\" aria-describedby=\"caption-attachment-2535\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge1_list.png\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"2535\" data-permalink=\"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/standardcharge1_list\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge1_list.png?fit=993%2C393&amp;ssl=1\" data-orig-size=\"993,393\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"List of Standard Charges\" data-image-description=\"&lt;p&gt;List of Standard Charges&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;List of Standard Charges&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge1_list.png?fit=809%2C320&amp;ssl=1\" class=\"size-large wp-image-2535\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge1_list.png?resize=600%2C237\" alt=\"List of Standard Charges\" width=\"600\" height=\"237\" \/><\/a><figcaption id=\"caption-attachment-2535\" class=\"wp-caption-text\">List of Standard Charges<\/figcaption><\/figure>\n<p>Give the standard charge a name, like \u201cDiscount for Employees\u201d. Then use the \u201c+ Add Item\u201d to add transactions for this standard charge. Remember that each standard charge can have more than one transaction if required. And you can enter a negative amount for discounts:<\/p>\n<figure id=\"attachment_2534\" aria-describedby=\"caption-attachment-2534\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge2_add.png\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"2534\" data-permalink=\"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/standardcharge2_add\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge2_add.png?fit=1016%2C510&amp;ssl=1\" data-orig-size=\"1016,510\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"Adding \/ Modifying a Standard Charge\" data-image-description=\"&lt;p&gt;Adding \/ Modifying a Standard Charge&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Adding \/ Modifying a Standard Charge&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge2_add.png?fit=809%2C406&amp;ssl=1\" class=\"size-large wp-image-2534\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge2_add.png?resize=600%2C301\" alt=\"Adding \/ Modifying a Standard Charge\" width=\"600\" height=\"301\" \/><\/a><figcaption id=\"caption-attachment-2534\" class=\"wp-caption-text\">Adding \/ Modifying a Standard Charge<\/figcaption><\/figure>\n<p>One you\u2019ve saved the Standard Charge, it\u2019ll appear in your list of standard charges.<\/p>\n<h2><b>Applying a Standard Charge<\/b><\/h2>\n<p>When you\u2019re ready to apply the charge, click on the \u201cApply\u201d button. The following pop-up should appear:<!--more--><\/p>\n<figure id=\"attachment_2533\" aria-describedby=\"caption-attachment-2533\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge3_apply.png\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"2533\" data-permalink=\"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/standardcharge3_apply\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge3_apply.png?fit=1009%2C553&amp;ssl=1\" data-orig-size=\"1009,553\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"Applying a Standard Charge\" data-image-description=\"&lt;p&gt;Applying a Standard Charge&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Applying a Standard Charge&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge3_apply.png?fit=809%2C443&amp;ssl=1\" class=\"size-large wp-image-2533\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge3_apply.png?resize=600%2C328\" alt=\"Applying a Standard Charge\" width=\"600\" height=\"328\" \/><\/a><figcaption id=\"caption-attachment-2533\" class=\"wp-caption-text\">Applying a Standard Charge<\/figcaption><\/figure>\n<p>This is where you tell the system which students should be applied the standard charge. You can select specific students, or specific grades levels. Before you click on \u201cCharge Students\u201d, there is an additional option to \u201cPreview &amp; Customize\u201d, which will bring up these options:<\/p>\n<figure id=\"attachment_2532\" aria-describedby=\"caption-attachment-2532\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge4_customize.png\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"2532\" data-permalink=\"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/standardcharge4_customize\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge4_customize.png?fit=1054%2C560&amp;ssl=1\" data-orig-size=\"1054,560\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"Preview \/ Customize Charges\" data-image-description=\"&lt;p&gt;Preview \/ Customize Charges&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Preview \/ Customize Charges&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge4_customize.png?fit=809%2C430&amp;ssl=1\" class=\"size-large wp-image-2532\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge4_customize.png?resize=600%2C318\" alt=\"Preview \/ Customize Charges\" width=\"600\" height=\"318\" \/><\/a><figcaption id=\"caption-attachment-2532\" class=\"wp-caption-text\">Preview \/ Customize Charges<\/figcaption><\/figure>\n<p>Using this menu, you can actually make small changes to transactions for each student being applied a standard charge. By clicking on the \u201cCustomize\u201d link next to each student, you can delete a transaction, or create a new charge of your own:<\/p>\n<figure id=\"attachment_2531\" aria-describedby=\"caption-attachment-2531\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge5_customize.png\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"2531\" data-permalink=\"https:\/\/blog.quickschools.com\/2013\/08\/28\/standard-charges-for-discounts\/standardcharge5_customize\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge5_customize.png?fit=1047%2C550&amp;ssl=1\" data-orig-size=\"1047,550\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"Customize Charges by Student\" data-image-description=\"&lt;p&gt;Customize Charges by Student&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Customize Charges by Student&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge5_customize.png?fit=809%2C425&amp;ssl=1\" class=\"size-large wp-image-2531\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2013\/08\/standardcharge5_customize.png?resize=600%2C315\" alt=\"Customize Charges by Student\" width=\"600\" height=\"315\" \/><\/a><figcaption id=\"caption-attachment-2531\" class=\"wp-caption-text\">Customize Charges by Student<\/figcaption><\/figure>\n<p>When you\u2019re done, clicking on \u201cOK\u201d will bring you back to the previous screen. You can then go ahead and click on \u201cCharge Students\u201d.<\/p>\n<h2><b>Re-applying a Standard Charge<\/b><\/h2>\n<p>The important thing to note here is that if you click on \u201cApply\u201d again, all the students and customizations you had entered previously remains. So you can re-apply the same charges or discounts to the same group of students over and over again as desired. You can of course make changes to the list of students or to the student-customized transactions as necessary, before re-applying the standard charge.<\/p>\n<hr \/>\n<h2><span style=\"color: #ff0000;\"><strong>Update Dec 6, 2013<\/strong><\/span><\/h2>\n<p>We wanted to re-iterate some scenarios for setting up Standard Charges:<\/p>\n<ul>\n<li><strong>Charges \/ Discounts by Family or Primary Payer:<\/strong> Create a Standard Charge and include one student for each family \/ primary payer<\/li>\n<li><strong>Charges \/ Discounts for Siblings:<\/strong> Create a Standard Charge and only include the appropriate siblings for which the charge\/discount should be applied. Depending on your discount structure, you may need a separate &#8220;First Sibling Discount&#8221;, &#8220;Second Sibling Discount&#8221; and so on.<\/li>\n<li><strong>Charges \/ Discounts for Staff \/ Employees<\/strong><\/li>\n<li><strong>Charges \/ Discounts for Veterans<\/strong><\/li>\n<li><strong>Charges \/ Discounts for specific courses \/ subjects:<\/strong> Create a Standard Charge for a specific course or subject, and include only those students into the Standard Charge.<\/li>\n<li><strong>Financial Aid:<\/strong> Create a Standard Charge for the Financial Aid, and include the appropriate students into the standard charge. You can then customize the charge for individual students when the standard charge is applied.<\/li>\n<li><strong>Scholarships:<\/strong> Similar to Financial Aid, simply create a Standard Charge for the scholarship (you may offer different scholarships with different names), and include the appropriate students into the standard charge.<\/li>\n<\/ul>\n<p>You can use negative dollar amounts to denote receipt of funds from the school to the student, either for a discount, a scholarship, or financial aid.<\/p>\n<p>Remember that although you have to manually include students into a Standard Charge, once the Standard Charge is created, you can re-apply the charge multiple times to the same group of students. You only need to include the students into the list the first time, because the Standard Charge remembers who&#8217;s included in the list for future applications of the charges. You can also customize the charges for each student when applying the charge as well.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The QuickSchools Standard Charges module is actually a very powerful tool for applying discounts and charges based on group of students. For example, you may have a discount for siblings, or a discount for veterans, or a discount for employees. Although the Fees Tracking module may not know automatically if a student is deserving of [&hellip;]<\/p>\n","protected":false},"author":5617131,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[28883],"tags":[],"class_list":["post-2530","post","type-post","status-publish","format-standard","hentry","category-tips-and-tutorials"],"yoast_head":"<!-- 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