An efficient way to get charges onto the invoices of a group of pupils, for example those taking part in a trip for which a charge is to be made, is to create a 'Recharge Batch' which can sebsequent'y be added (posted) to the appropriate invoices.

Click 'Create New Recharge'.   

Enter the correct date, the amount to be charged, and select the member of staff to whom the charge relates (usually the organiser of the trip).  Then enter the 'Reason' (which is the text that will appear on the invoices).

Pupils  can be added individually using the drop-down list on each line.  Alternatively, if a Tag Group exists, this can be brought in using the 'Tags' area at the top of the form.

If the amount or the reason subsequently change before the recharge is posted to an invoice batch, the down-arrows next to each will give you the opportunity to overwrite the details on every entry.  The amounts and reasons for individual entries can be edited at any time to cope with required variations.

The 'Posting'area is used when the required invoice batch has been created to add the recharges to the invoices of the pupils in the batch.