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Initialize family fee contacts
Initialize family fee contacts

Select the first primary contact as the fee contact, or none if there's no primary contact in just two simple steps.

Emily Hoyne avatar
Written by Emily Hoyne
Updated over a week ago

jmc Office allows users to initialize a student's first primary contact as their fee contact, bringing all siblings together into one family fee account. Creating family fee accounts makes it easy to apply fees for all members of a family on a single page. Use the "Initialize Family Fee Contacts" feature in the Tuition and Fees module to save yourself time by automatically attaching fee contacts to all members of a family with the click of a button.

To place every student in a family fee account, head to Tuition/Fees > Data > Initialize Family Fee Contacts to assign them a fee contact.

Step One: Click the "Create Fee Contacts" button to begin the process of creating a fee contact for all students who do not have one.

Fun Fact: If a student has more than one primary contact designated, this process will use the first primary contact listed to create the fee contact. If a student does not have a primary contact designated, then this process will not generate a fee contact for that student.

Step Two: Click the "OK" button on the pop-up alert to confirm that you would like to create fee contacts for students that do not have one or click the "Cancel" button to exit.

Fun Fact: Once the process is completed, a message will appear indicating the number of fee contacts generated. These can be verified by searching the students' contacts on the View Student Data page and locating the fee contact in the drop-down list.

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