Introduction

This article provides a step-by-step guide for creating items in SchoolCash Online. The process includes completing item entry data, previewing the item, and attaching the item to students. It also explains the methods for creating new items and highlights the differences between optional and required items, particularly in how unpaid fees are handled.

Three Steps for Item Creation

Step 1: Complete Item Entry Data

To begin, complete or revise the item entry fields. There are three ways to create an item:

  • Create a new item: Start from scratch with no pre-existing data. Use the New Item button or select this option from the Items tab.
  • Browse templates: Select from a list of seasonal templates, which can be created, customized, or used as is.
  • Copy a previous item: Duplicate an item from the current or previous school year. Update and revise the data as needed.

Step 2: Preview the Item

After completing the item data, preview the item to review and verify its setup. This step is essential regardless of how the item was created (new, copied, or template-based). Previewing ensures:

  • All details are accurate and complete.
  • Options and choices display and function as intended.
  • Any revisions to data are implemented before making the item available for purchase.

Step 3: Attach the Item

Attach the item to students or groups using one of the following methods:

  • Student attachments: Assign to individual students, grades, courses, homerooms, or groups.
  • Public and unlisted availability: Make the item accessible to the general public or restrict access to specific users.
  • Combination: Combine student attachments with public or unlisted availability for flexible access.

Key Differences Between Optional and Required Items

The handling of unpaid fees differs based on whether the item is optional or required:

  • Optional items: If an optional item expires unpaid, the fee is detached from the student. It will no longer appear in the parent's account or as an outstanding item in the school’s register or group collection tools.
  • Required items: If a required item expires unpaid, the fee remains as a commitment until it is paid or manually removed from the student's account.

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