• Robert Mrosek

Managing Fees


Create New Fee


Creating a new fee will create a completely new type of fee (ex. Late Payment Fee, Registration Fee, Late Pickup Fee). To change the amount of a fee that already exists, see "Add New Rate" below.

  1. Go to Company Info

  2. Click the Plus sign next to the fees section

  3. Enter the Fee Name and the rate you want to charge

  4. Click Save

When a new fee is created it will automatically default the rate to active. This will allow you to use this rate throughout the program.


Add New Rate


If you already have the type of fee entered and you need to change the amount you charge. You will need to add a new rate to an existing fee.

  1. Navigate to the fees section within your account settings, company info.

  2. Click on the fee that you need to add the new rate to.

  3. Click the 'Add Rate' button within the fee.

  4. Enter the new rate

  5. Click Save.

When a new rate is created it will automatically default the rate to active. This will allow you to use this rate throughout the program.

Active vs Not Active


When a rate is marked as active, you will be able to use it through out the program. You can have more than one rate active at a time. This allows you to select which rate you want to charge when invoicing a parent.


If you add a new rate and only want the new rate active, unselect the 'Active' checkbox for the old rate.


Deleting Fees & Rates


You cannot delete a fee or rate that has been added. The reason for this is because if the rate has been added to an invoice, and the rate is then deleted. We would not be able to calculate the invoice correctly.


If you no longer want to see the rate throughout the program, remove the checkmark from the 'Active' checkbox.



19 views