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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)

  • 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

Additional Guides & How Tos

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