Create a Fee Add-on

Prev Next

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

  1. Log in to Recreation Management

  2. Navigate to the Configuration tab, then select Financial Settings, and select Fee Add-Onsconfiguration, financial settings, fee add-ons in left navigation menu

  3. Click+ Create Addon button +create addon button

  4. Fill in fields addon settings fields

    • Addon Name: A basic label that describes this add-on fee

      Note:

      It will be visible on receipts and various areas of REC1.

    • 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

      • 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

      • 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

    • 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

    • Taxes: Select the applicable tax type

      • Price Includes Tax: Check to include the tax in the overall price

  5. Click the Save New Addon button save new addon button

Resources