Manage Fee Templates
The Manage Fee Templates screen is used to set up fees for use in multiple programs and/or courses.
To enable functionality of program or course fees and billing, several parameters must be defined via System Preferences > Billing and/or General.
It is important to link the school in the Student Information module to the appropriate facility in the ERP module. Linking the school will allow student names to populate in the customer pull-down on the Point of Sale screen when the specific facility is selected.
1. In the Setup menu, click School Info.
2. Click the Primary Info tab.
3. Select the applicable Facility from the corresponding pull-down. The facilities that display in this pull-down originate via ERP > Setup > Settings > Facilities tab.
4. Click Save.
1. In the Billing menu, click Manage Fee Templates.
2. Existing templates are displayed. To add a new template, enter a Template Title in the provided text box of the first row.
If district fee templates (Billing > Manage District Fee Templates) have been created and pushed to the school, the template will display on the Manage Fee Templates screen; however, data will be uneditable made evident by the grayed out Template Title.
3. Once the title has been entered, press the Enter key to save the new template. Once saved, a Template ID is automatically generated.
4. Click Manage Template Fees to manage a new or existing fee template.
The template displays in a new tab, Selected Template.
In the first section, define specific fees by item number, title, amount, and resident/non-resident fees and accounting strips. The ID is automatically generated upon adding an item fee when the data is saved.
5. Start by entering the Item Number and Title.
6. Select how the item should be billed from the Bill Per pull-down: per Hour, by a Flat Fee or by Day. The options displayed in the pull-down depend on system preferences enabled.
7. Select Course, Section, or Semester from the Once Per Marking Period pull-down to make the item billable once per the selected marking period. For example, if Semester 2 is selected from the pull-down, students will only be billed that fee when they’re billed for Semester 2 and not Semester 1. This fee is year specific and students will be billed the same fee again the next year if the program crosses years.
The Marking Periods available are determined via Setup > Marking Periods.
8. Select the Once Per Program check box to make the item billable once per program at the initial invoicing from the student schedule, even if the program crosses years.
When a fee in a given class fee template is marked as Once Per Program, the fee is listed only separately as an additional fee during check out, until the student is charged once per program per student per year. These fees are not included in the listed or charged base price for classes for sale ensuring students and other users are not over charged in Purchase & Pay.
9. Select the Class Fee check box to identify the fee as a class fee on the Fee Report.
Non-tuition fees marked as class fee are calculated in the Class Fee column in the Fee Report.
10. Select the Taxable check box if the item is taxable (where specified state and/or local tax will apply via ERP > Setup > Settings > Accounts Receivable tab).
11. Select the Tuition check box to designate the fee as a tuition fee.
All fees selected as tuition will be grouped on the student receipt, if the system preference Merge Tuition Fees when Printing Receipts/Invoice is enabled via Setup > System Preferences > School Preferences / Default School Preferences > Billing tab.
12. Select the 1098-T check box if the fee should be included on 1098-Ts.
13. Select the Auto Pay check box for any items that should be automatically charged to the Student or Parent upon the due date. Parents and students are charged using saved credit cards in their Wallet; if a card hasn't been saved or is invalid, the payment will not be processed and the outstanding balance will remain on the account.
The Auto Pay feature is linked to the scheduled job called Autopay Invoices, which needs to be configured to run nightly to ensure that Auto Pay Invoices are automatically charged. See Scheduled Jobs for more information.
14. Select the Discount Does Not Apply check box to ensure that created discounts (Billing > Manage Discounts) cannot be applied upon paying for said fees.
The Discount Does Not Apply field displays when the setting Enable Discounts in Purchase & Pay is enabled via Setup > System Preferences > School Preferences/Default School Preferences > Billing tab.
15. Select applicable Voucher Sources from the pull-down to identify sources that can automatically defer the cost of funding sources when the student is billed. Note: The applicable Funding Sources must first be marked as vouchers via ERP > Accounts Receivable > Funding Sources.
Vouchers work for Flat Fees and Hourly Fees, as well Daily fees.
- The Bill Per selection (Day, Flat Fee, Hour) on the Fee Template will determine how the voucher is applied.
- Flat Fee: Any overlap of the dates and the amount and percent apply once.
- Hour Fee: Multiply voucher by the hour. For example, 5 hours per day X 5 days X voucher amount $5 = a discount of 25 per day on days that overlap with the voucher time period.
- Day Fee: Voucher apply once per day.
- If a student purchases more than one item from the same fee template, the voucher will apply to each line item in the invoice.
16. Select the applicable Cost Tier from the pull-down, which are set up via Billing > Cost Tier Setup. None, one, or multiple can be selected here.
17. Enter the billable Amount for the item in the text box. Note: If you selected Hour from the Bill Per pull-down, enter the amount that will be billed per hour. If you selected Flat Fee from the Bill Per pull-down, enter the entire amount that should be billed. If you selected Day from the pull-down, enter the amount that will be billed per day.
18. Select the Inactive check box if the item is no longer active and can no longer be pulled into student fees. Note: You can also select the inactive check box until you are ready to make the item available.
If a fee should not be applied or available for billing, the Inactive check box must be selected. Before version 9.0, you could enter 0.00 in the Amount text box(es) to make the item inactive; this is no longer a viable option as items can now be added, billed, and purchased as $0.00.
19. Specify the accounting strip information by selecting the applicable elements from the pull-downs, such as Fund, Facility, Internal Account, Internal Project, etc. Note: Accounting strip elements mary vary from district to district.
20. Click in any of the text boxes and press Enter to save the item. Once saved, the line will turn blue and the delete button displays (red minus sign).
21. Click the green plus sign to add a different Cost Tier to the same item, such as Non-Resident or Free/Reduced.
a. Select the Cost Tier, enter the Amount, select the Inactive check box as needed, and select the accounting strip elements from the corresponding pull-downs, such as Fund, Center, etc. Then, press the Enter key to save the line of data.
Click the green plus sign as many times as needed to add additional cost tiers.
To edit existing items, click the applicable field and make the necessary changes. Once you click out of the field, changes save automatically.
Click the delete button (red minus sign) to delete an added item. You can delete an item as long as it has not been used in billing a student. Note: Marking a fee as inactive is recommended as opposed to deleting it.
1. In the Billing menu, click Manage Fee Templates.
2. Existing templates are displayed. To add a new template, enter a Template Title in the provided text box of the first row.
If district fee templates (Billing > Manage District Fee Templates) have been created and pushed to the school, the template will display on the Manage Fee Templates screen; however, data will be uneditable made evident by the grayed out Template Title.
3. Once the title has been entered, press the Enter key to save the new template. Once saved, a Template ID is automatically generated, the delete button (red minus sign), and the Manage Template Fees button display. For more information on setting up items and fees for the template before applying it to courses, section, etc., see Managing Fee Templates.
4. To manage a new or existing fee template, click Manage Template Fees for the applicable template.
5. From the Selected Template tab, scroll down to the Programs Using Template section to assign the the selected template to a program.
6. Programs already assigned to the selected fee template are listed. To add a new program, select it from the Program pull-down.
7. When the program is selected, press the Enter key to save the data. Upon saving the Program, a delete button (red minus sign) displays.
To edit any existing programs, click the pull-down and change the selection. Changes save automatically.
To remove a Program, click the delete button (red minus sign). You can remove programs as long as they have not been used in billing a student.
1. In the Billing menu, click Manage Fee Templates.
2. Existing templates are displayed. To add a new template, enter a Template Title in the provided text box of the first row.
If district fee templates (Billing > Manage District Fee Templates) have been created and pushed to the school, the template will display on the Manage Fee Templates screen; however, data will be uneditable made evident by the grayed out Template Title.
3. Once the title has been entered, press the Enter key to save the new template. Once saved, a Template ID is automatically generated, the delete button (red minus sign), and the Manage Template Fees button display. For more information on setting up items and fees for the template before applying it to courses, section, etc., see Managing Fee Templates.
4. To manage a new or existing fee template, click Manage Template Fees for the applicable template.
5. From the Selected Template tab, scroll down to the Courses Using Template section to assign the the selected template to a course.
6. Courses already assigned to the selected template fee are listed. To add a new course, select it from the Course pull-down.
7. When the course is selected, press the Enter key to save the data. Upon saving the Course, a delete button (red minus sign) displays.
To edit any existing courses, click the pull-down and change the selection. Changes save automatically.
To remove a Course, click the delete button (red minus sign). You can remove courses as long as they have not been used in billing a student.
1. In the Billing menu, click Manage Fee Templates.
2. Existing templates are displayed. To add a new template, enter a Template Title in the provided text box of the first row.
If district fee templates (Billing > Manage District Fee Templates) have been created and pushed to the school, the template will display on the Manage Fee Templates screen; however, data will be uneditable made evident by the grayed out Template Title.
3. Once the title has been entered, press the Enter key to save the new template. Once saved, a Template ID is automatically generated, the delete button (red minus sign), and the Manage Template Fees button display. For more information on setting up items and fees for the template before applying it to courses, section, etc., see Managing Fee Templates.
4. To manage a new or existing fee template, click Manage Template Fees for the applicable template.
5. From the Selected Template tab, scroll down to the Sections Using Template section to assign the the selected template to a section.
6. Sections already assigned to the selected template fee are listed. To add a new section, select it from the Section pull-down.
7. When the section is selected, press the Enter key to save the data. Upon saving the Section, a delete button (red minus sign) displays.
To edit any existing sections, click the pull-down and change the selection. Changes save automatically.
To remove a Section, click the delete button (red minus sign). You can remove sections as long as they have not been used in billing a student.
1. In the Billing menu, click Manage Fee Templates.
2. Existing templates are displayed. To add a new template, enter a Template Title in the provided text box of the first row.
If district fee templates (Billing > Manage District Fee Templates) have been created and pushed to the school, the template will display on the Manage Fee Templates screen; however, data will be uneditable made evident by the grayed out Template Title.
3. Once the title has been entered, press the Enter key to save the new template. Once saved, a Template ID is automatically generated, the delete button (red minus sign), and the Manage Template Fees button display. For more information on setting up items and fees for the template before applying it to courses, section, etc., see Managing Fee Templates.
4. To manage a new or existing fee template, click Manage Template Fees for the applicable template.
5. From the Selected Template tab, scroll down to the Forms Using Template section to select the form(s) that will use the fee template.
You can use a fee template with a Form Builder form or student enrollment form created with the Application Editor.
6. Select the Form from the pull-down.
Student enrollment forms that are published to /apply are not available for linking on the Manage Fee Templates screen (school level), but are available for linking on the Manage District Fee Templates screen as long as the system preference Require the user to select their desired school from a drop-down is enabled via Setup > System Preferences > Default School Preferences > Online Application.
7. Press the Enter key to save the data. Upon saving the Form, a delete button (red minus sign) displays.
To edit any existing forms, click the pull-down and change the selection. Changes save automatically.
To delete a form, click the delete button (red minus sign). You can delete forms as long as they have not been used in billing a student.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click Filters to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information on how to use the Filters feature, see Filters.
You can also sort data by clicking on select headers. Click once for ascending results; click twice for descending results.
Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.
Click Check all to select all options in the pull-down. Click Clear to remove any selections made in the pull-down.
