Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Types of Fees

  • ACH Transaction Fee

  • ACH Handling Fee

  • Credit Card Transaction FeeCredit Card Handling Fee

  • Check Transaction Fee

  • Check Handling Fee

...

  • All fees will show as “Projected Fees” on the invoice

  • Fees will show as due both internally to operators and externally to customers

  • Fees will apply to ANY invoice creation (front end, back end, customer or Admin)

  • Transaction or Handling Fees will NOT display on the AR Report page

  • Transaction and Handling Fees are not counted as outstanding in any related Financial Reporting (ie: Program → Registration Details)

  • Handling and Transactions Fees will be assessed per installment, based on if the selected payment method is ACH or Credit Card, if a customer is enrolled in a Payment Plan or Scheduled Payment

    • Ex: if a Payment Plan has 5 installments, there will be 5 separate Handling Fees and 5 separate Transaction Fees

Payment Method: Check

  • Ex: An Admin selects “Pay by Check” option when registering a customer for a program.

    • The cost of the program is $100

    • The Check Handling fee is $25

    • The Check Transaction fee is 2.25% ($2.25)

    • Total Cost = $125$127.25

      • $100 will show on the open AR Report

      • $25 $27.25 will show as Projected Fees, but will NOT show on the AR Report page

Payment Method: ACH or Credit Card

  • Ex: A customer selects “Pay by ACH” or “Pay by Credit Card” for a Payment Plan.

    • The cost of the program is $1,000The Handling Fee is $25

    • The Transaction Fee is 3.25% ($32.50)

    • The Payment Plan is 4 installments

    • Total Cost = $1,130

      • $1,000 will show on the open AR Report

      • $130 will show as Projected Fees, but will NOT show on the AR Report page

        • $32.50 Transaction Fee for Payment 1

        • $32.50 Transaction Fee for Payment 2

        • $32.50 Transaction Fee for Payment 3

        • $32.50 Transaction Fee for Payment 4

Payment Method: ACH

  • Ex: A customer selects “Pay by ACH” for a Payment Plan.

    • The cost of the program is $1,000

    • The Transaction Fee is 3%2.25% ($22.50)

    • The Payment Plan is 4 installments

    • A Handling Fee will apply to EACH payment

    • Total Cost = $1,130090

      • $1,000 will show on the open AR Report

      • $130 $90 will show as Projected Fees, but will NOT show on the AR Report page

        • $25 Handling Fee & $7$22.50 Transaction Fee for Payment 1$25 Handling Fee & $7

        • $22.50 Transaction Fee for Payment 2

        • $25 Handling Fee & $7$22.50 Transaction Fee for Payment 3$25 Handling Fee & $7

        • $22.50 Transaction Fee for Payment 4

...