New Tuition Fees, Recurring & One Time Fees

Add a Fee From a Family Account

You can add a New Tuition Fee, a Recurring, or One Time Fee when you are in any tab in a Family Account. Go to Family Accounts (left menu) > View # Active Family Account and select the family.  Then go to the Actions menu> Add Fee.

New Tuition Fee

1. Select New Tuition Fee and click Next.
2. Select the child using the Search Families or Children field, then select a class from the Current and future enrollments list and click Next.
3. Adjust the Tuition Fee Amount and Description if needed, then click Next.
4. Select the Payer, the Billing start date, and use the toggle to set an optional Billing end date before clicking Next.
   Note: If no Billing end date is specified, the tuition billing will end the date a class ends or the child drops a class.
5. Use the toggle to select optional Dates of Service to bill for and click Next.
   Note: Refer to Select Dates of Service for more information.
6. Use the toggle to optionally Add a One-Time adjustment fee and click Next.
   • Description - An optional brief summary about why the tuition amount was adjusted.
   • Amount - Enter the additional amount of how much to adjust the tuition for. For example, if a class meeting five times per week has a tuition of $100 and the child will attend one extra day outside of the weekly billing period, an additional $20 adjustment may be appropriate.
7. Use the toggle to add an optional Discount and click Next. Then click Complete Fee.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
     
     

Recurring Fee

1. Select Recurring Fee and click Next.
2. Select the child using the Search Families or Children field and click Next.
3. Select a Category from the drop-down menu or use the +New Fee Category button, add the Recurring Fee amount and Description if needed, and click Next.
4. Select the Payer, Billing Profile, Billing start date, and use the toggle to set an optional Billing end date before clicking Next.
   Note: If no Billing end date is specified, the fee is billed until the transaction is manually stopped in the Scheduled section of a family's transactions. For more information, see how to Work with a Family's Transactions.
   
5. Use the toggle to add an optional Discount and click Next.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
6. Review the Billing Summary and click Complete Fee.
   
   

One Time Fee

1. Select One Time Fee and click Next.
2. Select the child using the Search Families or Children field and click Next.
3. Select a Category from the drop-down menu or use the +New Fee Category button, add the One Time Fee amount and Description if needed, and click Next.
4. Select the Payer, Billing Profile, and Billing date or use the toggle to optionally Invoice Now before clicking Next.
5. Use the toggle to add an optional Discount and click Next.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
6. Review the Billing Summary and click Complete Fee.
   
   

Add a Fee in the Finances Section

You can add a New Tuition Fee, Recurring Fee, or a One Time Fee by going to Finances (left menu) > Billing card > Add Fees.

New Tuition Fee

1. Select New Tuition Fee and click Next.
2. Select the child using the Search Families or Children field, then select a class from the Current and future enrollments list and click Next.
3. Adjust the Tuition Fee Amount and Description if needed, then click Next.
4. Select the Payer, the Billing start date, and use the toggle to set an optional Billing end date before clicking Next.
   Note: If no Billing end date is specified, the tuition billing will end the date a class ends or the child drops a class.
5. Use the toggle to select optional Dates of Service to bill for and click Next.
   Note: Refer to Select Dates of Service for more information.
6. Use the toggle to optionally Add a One-Time adjustment fee and click Next.
   • Description - An optional brief summary about why the tuition amount was adjusted.
   • Amount - Enter the additional amount of how much to adjust the tuition for. For example, if a class meeting five times per week has a tuition of $100 and the child will attend one extra day outside of the weekly billing period, an additional $20 adjustment may be appropriate.
7. Use the toggle to add an optional Discount and click Next. Then click Complete Fee.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
     
     

Recurring Fee

1. Select Recurring Fee and click Next.
2. Select the child using the Search Families or Children field and click Next.
3. Select a Category from the drop-down menu or use the +New Fee Category button, add the Recurring Fee amount and Description if needed, and click Next.
4. Select the Payer, Billing Profile, Billing start date, and use the toggle to set an optional Billing end date before clicking Next.
   Note: If no Billing end date is specified, the fee is billed until the transaction is manually stopped in the Scheduled section of a family's transactions. For more information, see how to Work with a Family's Transactions.
   
5. Use the toggle to add an optional Discount and click Next.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
6. Review the Billing Summary and click Complete Fee.
   
   

One Time Fee

1. Select One Time Fee and click Next.
2. Select the child using the Search Families or Children field and click Next.
3. Select a Category from the drop-down menu or use the +New Fee Category button, add the One Time Fee amount and Description if needed, and click Next.
4. Select the Payer, Billing Profile, and Billing date or use the toggle to optionally Invoice Now before clicking Next.
5. Use the toggle to add an optional Discount and click Next.
   • Choose the Discount Type and Category for the discount from the drop-down menus.
   • Select if the discount is a flat Amount or a Percentage of the overall tuition, then set the discount amount.
   • Add an optional Description for the discount.
6. Review the Billing Summary and click Complete Fee.
   
   

Add a New Tuition Fee During Enrollment

A tuition fee can be added at the time children are enrolled in a class.

• Learn how to Add a New Tuition Fee During Enrollment.

Edit or Delete a Fee

All fees can be edited or deleted on a family's Transactions tab. Locate the fee under the Scheduled or Pending sections and click the Options iconon the right side of the fee you want to work with.

• Click Edit to open an Edit Fee window and update the Amount, Description, or End Date for the fee, then click Save.
  • Edits made to a fee in the Scheduled section will change the fee for all future invoices. Pending fees are not affected.
  • Edits made to a fee in the Pending section will only change the fee for the current invoice. Scheduled fees are not affected.
• Click Delete to remove the fee, then click Delete in the Delete Scheduled Fee window to confirm.
  • Deleting a fee in the Scheduled section removes all future occurrences of the fee. The current fee in Pending is not deleted.
  • Deleting a fee in the Pending section removes only the current instance of the fee. Future Scheduled fees are not deleted.