Fee Add-ons attach various conditional fees, such as non-resident fees, refundable deposits, and equipment/supply costs, to program registrations or facility rentals.
Instructions
- Navigate to Configuration, then Financial Settings, and select Fee Add-Ons
- Click+ Create Addon button
- Fill in fields
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Addon Name: A basic label that describes this add-on fee
- Note: It will be visible on receipts and various areas of REC1.
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Addon Type: Select a type
- Admin Fee: Use for any transactions that require administrators to process; most groups charge this on refunds
- Custom Add-On: Customize to suit your group's needs; often used to configure a refundable facility deposit
- Date Add-On: Allows groups to specify add-ons driven by rental date (for example holiday rates)
- Late Registration Add-On: An extra fee associated with the end registration date and the start date of late registrations. View the Late Registration Add-on Fee to learn how to add one.
- Non-Resident Add-On: Allows groups to distinguish pricing based on residency
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Periodic Add-On: Fee you would pay based on a certain timeline
- Pro-Rated Fee: Pay the prorated fee as opposed to the full cost for a late sign-up
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Prompt Add-On: Select a corresponding Yes/No or Numerical Prompt
- Note: When a user selects Yes on the prompt, it will put the Add-On in the cart at checkout. If a user inputs a quantity in a Numeric prompt, it will result in that number of Prompt Add-On fees being added to the checkout.
- Time Add-On: Applies to rentals
- User Flag Add-On: Associated with a user flag
- Applies To: Select the audience for the add-on
- Default Amount: Change the default amount
- Default General Ledger Code: Select a different General Ledger Code
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Refundable: Indicates this addon is meant to be refunded, like a deposit
- Note: Useful for facility rental deposits, for example.
- Include in Item Price: Will not show as a line-item on receipts; will be part of the parent item's overall price
- One Time Add On: Users can only use this addon one time per checkout
- Sell as User Credit: Select to allow sales as user credit
- Instructor Applicable: Determines whether collected fees for this addon will include instructor fees if they use a percentage of registration fees
- Auto-Billing Applicable: Determines whether this add-on will include recurring auto-billing charges for memberships
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Taxes: Select the applicable tax type
- Price Includes Tax: Check to include the tax in the overall price
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Addon Name: A basic label that describes this add-on fee
- Click the Save New Addon button
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