There is a lot of information on this form which it is important to set correctly so that your invoices are produced correctly. Below is a brief explanation of each item, one column at a time.

SBCode: The code number used on your recharges and invoices for this charge. One nominal code can relate to more than one SB code.

Regular: Tick this box for regular items, such as fees, which are to be applied automatically to certain types of pupils according to their school year and boarding status. E.g. Senior Day Fee will be charged automatically to all senior, day pupils.

Day: Only applies to regular items. Tick this box if the regular item should be charged to day pupils. If this is not ticked, the regular fee will only be charged to boarders. 

Detail: Type your description of the charge here.

Current: Old codes will stay in the system for the purpose of referring to old invoices, so this needs to be ticked for all current charges.

Nominal: The nominal code to which this charge belongs. Used in Sage exports and reporting.

Applies to: For regular items, which section of the school do they apply to? The school sections here are taken from Pupil Finance Types.

Fee: The default amount charged for this item. It is possible to change amounts in recharges and invoices. If the item is a discount, the figure should be entered as a negative amount.

Valid until: an expiry date for the charge item.

Credit: The system can automatically calculate discounts. To use this facility click the radio button, type in the % discount and the SB code number of the charge from which the discount is to be calculated.