Fee Schedules are saved against Courses and Units. Once a Fee Schedule is created you can assign it to a Course Offer / Unit Offer.

Each Course Offer / Unit Offer can have multiple Fee Schedules set as the default.

1

Assign Fee Schedules

1. Navigate to LRM > Selected Course Offer > Details, or
   Navigate to LRM > Selected Unit Offer > Details
2. Locate the Finance card and click Edit.
3. Select one or more Default Fee Schedules
4. Click Save. 

2

Assign Workplace Debtors

1. Navigate to LRM > Selected Course Offer > Details, or
   Navigate to LRM > Selected Unit Offer > Details
2. Locate the Finance card and click Edit.
3. Select a Workplace Debtor
4. Click Save. 

3

How it works

Fee Schedules

1. Finance items from the Default Fee Schedule(s) are added to the Learner’s Finance Account when they enrol.
2. If no Default Fee Schedule is selected, you must invoice the Learner manually (refer to How to Generate an Invoice).
3. You can remove Finance Items from a Learner’s finance account, as long as they have not been invoiced (see Learner Finance Account).

Workplace Debtors

1. Adding a Workplace Debtor on a Course Offer/Unit Offer means that all Fee Schedules applied to Learners upon enrolment are invoiced to the Workplace Debtor instead of the Learner.
2. The account items still show on the Learner’s account, but the Debtor Workplace column shows the Workplace Debtor who will be invoiced for the item.

Next Step

Learner Finance Account