The Rental Fee Reports page provides a summary of instrument rental fees assessed and collected for the current school year, with drill-down detail by building, student, and transaction. This page is used to monitor rental fee balances, record payments, and print receipts.
Purpose of This Page #
From this page, you can:
- View rental fee totals by building (assessed vs. collected)
- Drill down into a building to see student-level balances and payment history
- Record payments and update rental fee records when needed
- Print individual receipts or batch-print receipts for multiple students
Building Rental Fee Overview #
The Building Rental Fee Overview table provides a high-level summary for each building in the district for the selected school year.
Columns #
- Building – The building name
- Rental Fees Assessed – Total fees assessed to students in that building
- Rental Fees Collected – Total payments collected for that building
- See Details – Opens the building-specific detail view
Using “See Details” #
Click See Details to jump to the detailed section for that building. The page will scroll to the detailed tables below.
Building Rental Fee Details #
After selecting a building, the Building Rental Fee Details section shows a student-by-student payment overview, grouped by student and instrument.
What you can review here #
- Which students have rental fees assigned
- Total fee assessed for each student/instrument rental
- Total amount paid to date
- Notes related to the fee or payment history
Actions #
- Student Details (green student icon)
Opens the student record for additional context. - Balance Due (money icon, shown when amount due is greater than $0)
Opens the Record Payment / Update Rental Fee modal to record a payment or update fee details.
Building Transaction Details #
The Building Transaction Details table lists individual transactions (assessments and payments) for the selected building.
Columns #
- Student Name / Student ID
- Instrument Assigned
- Date – Transaction date
- Fee – Fee assessed (if applicable)
- Amt Paid – Amount paid (if applicable)
- Receipt Number – Receipt reference (when a payment exists)
- Notes – Notes and/or payment method details
- Actions – Links to student record and receipts
Printing receipts #
- Print a single receipt:
Click the receipt icon next to the receipt number. - Print multiple receipts (batch):
Select rows in the table, then click the receipt icon at the top-right (“Print Selected Student Receipts”).
If no rows are selected, the system will use the currently filtered search results.
Recording a Payment / Updating a Rental Fee #
When you click the money icon (for balances due), the system opens the Record Payment / Update Rental Fee modal.
From the popup you may:
- Record a payment against a specific student/instrument rental
- Update rental fee information tied to that rental record
- Save changes using the Update Rental Fee button
After saving, the building tables will reflect updated totals and balances.
Exporting and Printing Reports #
All tables on this page support standard reporting actions:
- Copy
- CSV export
- Excel export
These tools are available through the DataTable buttons above each table.
Notes and Best Practices #
- Use the Building Overview table to quickly identify which buildings have outstanding balances.
- Use Building Rental Fee Details to focus follow-up efforts by student/instrument.
- Use Transaction Details for auditing, receipt retrieval, and payment verification.
- When batch-printing receipts, apply filters first to narrow the list to the correct group.