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
ACH Transaction Fee
ACH Handling Fee
Credit Card Transaction Fee
Credit Card Handling Fee
Check Transaction Fee
Check 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)
Handling and Transactions Fees will be assessed per installment, based on the selected payment method, 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
Total Cost = $125
$100 will show on the open AR Report
$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 $1,000
The Handling Fee is $25
The Transaction Fee is 3%
The Payment Plan is 4 installments
A Handling Fee will apply to EACH payment
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
$25 Handling Fee & $7.50 Transaction Fee for Payment 1
$25 Handling Fee & $7.50 Transaction Fee for Payment 2
$25 Handling Fee & $7.50 Transaction Fee for Payment 3
$25 Handling Fee & $7.50 Transaction Fee for Payment 4
Additional Guides & How Tos
How to View an Invoice (operator)
How to View & Pay Outstanding Invoices (customer)