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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)
If a customer is enrolled in a Payment Plan or Scheduled Payment, any Transactions Fees required of the payment method will be assessed per installment
Ex: if a Payment Plan has 5 installments, there will be 5 separate Transaction Fees and/or Handling Fees
Examples of Fee Implementations
Transaction Fee Applied Example:
Ex: A customer selects “Pay by Credit Card” for a Payment Plan.
The cost of the program is $1,000
The Transaction Fee is 3% ($30)
The Payment Plan is 4 installments (with no additional installment fees)
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
$30 Transaction Fee for Payment 1
$30 Transaction Fee for Payment 2
$30 Transaction Fee for Payment 3
$30 Transaction Fee for Payment 4
Transaction & Handling Fee Applied Example:
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% ($2.00)
Total Cost = $127
$100 will show on the open AR Report
$27 will show as Projected Fees, but will NOT show on the AR Report page
Multiple Payment Types With Transaction & Handling Fees Applied Example:
Ex: A customer selects “Pay by ACH” for a Payment Plan, but changes the 2nd installment to “Pay by Credit Card” prior to that charge.
The cost of the program is $1,000
The first payment due is $500 and will be paid by ACH
The ACH Transaction Fee is 3% ($15)
The Total for the First Payment is $515
The second payment due is $500 and will be paid by Credit Card
The Credit Card Transaction Fee is 2% ($10)
The Total for the Second Payment is $510
Invoice Total Cost (after all payments): $1,025
Additional Guides & How Tos
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