Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Purpose: Understand how fees will be applied to all invoices, as well as how they will be displayed both internally and externally.

Types of Fees

  • Transaction Fee

  • Handling Fee

Best Practices & Notes

  • 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)

  • Transactions Fees will be assessed per installment, 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 Transaction Fees and/or Handling Fees

Additional Guides & How Tos

  • No labels