Your Fee Rules will determine the amount added to a financial agreement. The rules are broken down into three different types based how they behave: Per Course Fees, Per User Fees and Per Agreement Fees. You can also use the Discount Rules to help assist your fees in being as accurate as possible. This is a permissions based task. If you do not see some of the options discussed then you may need to reach out to an Admin for your school to ensure you have the needed permissions.
Fee Rules Options
Each fee rule created will have the many of the same fields to fill out:
Name: This is the internal name for this fee rule, so your users will not see this description.
Line Item Name: This will be what shows on the agreement to your users as well as on invoices.
Amount: This will be the amount that added to the agreement. (you will be able to adjust this via discount rules if needed)
Account Category: This not only determines the category it is charged to, but discounts are applied to categories, not specific fees.
*Courses (one for Per Course Fees): This is the course(s) that are at this price point.
Apply time frame restriction to this Fee: You can set the dates in which this fee will apply. For example: some schools have amounts for early registration, registration, and late registration. You could use this to set the dates that this particular fee would be charged to.
Apply User Filters to the Fee: This is a similar filter builder as the one you may have previously used in Reports. Use this to set which users on the agreement will be charged for. For example: All seniors are charged for their senior trip. You could use this to ensure this fee applies to Students with an academic level of 12th Grade. Then they will be the only ones with the fee added.
Apply Family Filters to the Fee: Similar to the User Filter, this is for families. For example: New families are charged a New Family Capital Fee. You could set that any family with an Application : Date Created after a specific date is charged this fee.
Fee Rule Types
The type of fee rule will help determine how the fee behaves and when it is applied.
Per Course Fees: These will be added to the agreement total based on the courses the students are enrolled in. They are associated with courses on an individual level.
Per User Fees: These are added to the agreement total based on if the users and if they qualify. These are associated with the individual users on the agreement, students and guardians.
Per Agreement Fees: These are added to the agreement total based on if the family as a whole, qualifies for the the fee. These are associated to the agreement as a whole, not individual users or courses.