Fee Types

Fee categories are used as an organizational tool to group fee types. The fee category indicates the manner in which fee types are assessed. Once you have finished creating the fee categories you will need, you can then create fee types using those fee categories. For example:

Manage Fee Types

Before adding fee types, fee categories must be created. 

1. On the start page, choose School under Setup in the main menu. 

2. Under General, click Fee Types.

3. Click New.

4. Enter the name of the fee type, such as Recreational.

5. Choose the fee category you want to associate the fee type to from the pop-up menu, such as Field Trip.

6. Enter an explanation of the fee type, such as Excursions for entertainment.

7. Click Submit. 

To edit a Fee Type, select the fee type you want to update, edit the information as needed, and click Submit.

If the fee type is not associated with a transaction, you can simply delete it. If a fee type is associated with a transaction, it is strongly recommended that you do not delete the fee type. However, if you do, you will need to manually delete or update all fee transactions that are using the fee type. Any modifications to fee transactions, including deletion, will be logged. To delete a fee type, select the fee type and click Delete.

Rank Fee Types

Once you have created fee types, you can rank them in the order by which you want the fees to be paid. A lower value, such as 1, indicates the fee type that will be paid before a fee type with a higher value, such as 3. You can also assign a priority value of 0 for one-off fees, such as a specific event.

1. On the start page, choose School under Setup in the main menu.

2. Under General, click Fee Types. 

3. Enter a numeric value for each fee type indicating the order in which payments are to be distributed.

4. Click Submit.