Fee Transactions

Fee Transactions represent the exchanges of funds for a student within the PowerSchool system. You can use the Fee Transactions page to view a wide variety of transaction information, including fee record information, transactions associated with a fee, all transactions associated with a student for the current school and year, and global balances associated to a student for each school and year combination. Additionally, you can create transactions, distribute payments, and issue refunds for individual students.

Fee Transactions do not apply to lunch account balances.

Add Student Fees for an Individual Student

Using the Fee Transactions page, you can manually assess an individual student with student fees, such as Recreational Field Trip. Be sure the information you enter is accurate, as there is no edit or delete function for student fees (to preserve the history of the transaction). If you inadvertently make a mistake, you will have to create a transaction using payment, credit, or void to reverse the effect.

1. Navigate to the Fee Transactions page. 

2. Choose a fee type from Create New Fee.

3. Choose the appropriate department.

4. Enter the date when the transaction occurred and the date the fee is due.

5. Enter an explanation of the student fee being created, such as Excursion to water park.

6. Enter the Amount of Fee.

7. Enter the Amount of Credit if the student is providing full or partial payment at the time this fee is being created. If the student's payment is greater than the fee, the extra money will be applied as payment to other unpaid fees based on fee type priority.

8. If the student is providing full or partial payment at the time this fee is being created, choose the method of payment.

9. If the student is providing full or partial payment at the time this fee is being created, enter the Payment Reference Number.

10. If this fee is related to a course, enter the Course Number used to identify the course in this field, such as 1511 (Biology).

11. Click Submit. 

If a fee record is created in error and there are no payments recorded against the fee record, you can delete the record by clicking the date for the transaction you want to delete and clicking Delete.

View Fee Record Information

Use this procedure to view fee record information for a line.

1. Navigate to the Fee Transactions page. 

2. Click the date in the Date column of the transaction line item you want to view. 

View Transactions Associated with a Fee

Use this procedure to view transactions associated with a fee for a line item.

1. Navigate to the Fee Transactions page. 

2. Click the amount in the Paid column of the transaction line item you want to view. 

View All Transactions

Use this procedure to view all transactions associated with a student for the current school and year.

1. Navigate to the Fee Transactions page. 

2. Click All Transactions. 

View Fee Balances

Use this procedure to view global balances associated with a student for each school and year combination.

Student fee balances can also be viewed in the PowerSchool SIS Teacher portal. In addition, if the Fee Balance Alert is set up and Do not show the lunch balance on parent/student pages if you do not want to display the alert is not selected during district setup, an alert will appear in the PowerSchool Student and Parent portal for students whose account balances go over a set threshold.

1. Navigate to the Fee Transactions page. 

2. Click Fee Balances. 

Receive a Fee Payment

When a student's payment is received, use this procedure to enter the payment and have it distributed across all outstanding fees based on fee type priority. 

1. Navigate to the Fee Transactions page. 

2. Locate the fee for which you want to enter a payment.

3. Click Payment in the Transaction column. 

4. Enter the date of the transaction.

5. Choose the type of transaction.

6. Enter an explanation for creating the transaction.

7. Enter the amount of the payment.

8. Select the Payment Method.

9. Enter information into the Payment Reference Number to record additional payment information, such as a check number.

10. Click Submit. 

Distribute Payments

Use this procedure to enter a payment into the system and have it allocated across all outstanding fees based on fee type priority.

1. Navigate to the Fee Transactions page. 

2. Click Distribute in the Transaction column. 

3. Enter the date of the transaction.

4. Enter an explanation for creating the transaction.

5. Enter the amount of the payment.

6. Select the Payment Method.

7. Enter information for the Payment Reference Number to record additional payment information, such as a check number.

8. Click Submit.

Issue Refunds

Use this procedure to issue a refund. Refunds can be issued when the student's global balance is negative (the school owes money to the student). Refunds cannot be issued when the student's global balance is positive (the student owes money to the school) or null (global balance of zero).

1. Navigate to the Fee Transactions page. 

2. Click Refund. 

3. Enter the date of the refund.

4. Enter an explanation for creating the refund.

5. Enter the amount of the credit.

6. Select the Payment Method.

7. Enter information for the Payment Reference Number to record additional payment information, such as a check number.

8. Click Submit.