Fee Add-Ons attach various conditional fees, such as non-resident fees, refundable deposits, and equipment/supply costs, to program registrations or facility rentals.
Create a Fee Add-On
Navigate to the Configuration tab, select Financial Settings, and then select Fee Add-Ons
Click the + Create Addon button
Fill in the fields. The field options may differ depending on the selected add-on type.
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. Other fields may display as available depending on the Addon Type you choose.
Admin Fee: Use for any transactions that require administrators to process; most groups charge this on refunds
Note
When creating a % (percentage) type admin fee, staff will not be able to adjust the amount of the addon in the cart."
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 GL Code
Refundable: Indicates this add-on is meant to be refunded, like a deposit
Note:
Useful for facility rental deposits, for example.
Non-Refundable: Indicates this add-on is not refundable
Include in Item Price: Will not show as a line-item on receipts; will be part of the parent item's overall price
Include Balance Due: Fees shall take balance due into account when calculating percentages and flat rate maximums. (populates when Admin Fee is selected for the Addon Type)
Multiple Quantities: Allows the user to select the number of items and modify them in their cart.
Min/Max Quantity: When used alone, can set the number of items mandatory in cart.
One Time Add On: Users can only use this add-on one time per checkout
Sell as User Credit: Select to allow sales as user credit
Instructor Applicable: Determines whether collected fees for this add-on 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
Click the Save New Addon button
Edit a Fee Add-On
Navigate to the Configuration tab, then select Financial Settings, and then Fee Add-Ons:
Select the Edit tool next to the desired add-on:
Edit your Addon Settings (may be different for each item):
Note:
You may view additional fields, depending on the Addon Type. The following fields will appear for every Addon Type.
Addon Name: A basic label that describes this add-on fee
Addon Type: Select a new type
Note:
Other fields may display as available depending on the Addon Type you choose. To see more fields view the Create a Fee Add-on Article.
Applies To: Select audience for the add-on
Default Amount: Change the default amount
Default GL Code: Select a different GL Code
Refundable: Indicates this add-on is meant to be refunded
Non-Refundable: Indicates this add-on is not refundable
Include in Item Price: Will not show as a line item on receipts; will be part of the parent item's overall price
Multiple Quantities: Allows the user to select the number of items and modify them in their cart.
Min/Max Quantity: When used alone, can set the number of items required in the cart.
One Time Add On: Users can only use this add-on one time per checkout
Apply Per Unit: Apply the add-on price per unit for rentals. Example: $5 per hour. For activity registrations, apply per quantity.
Sell as User Credit: Select to allow sales as user credit
Instructor Applicable: Determines whether collected fees for this add-on will include instructor fees if they use a percentage of registration fees
Auto-Billing Applicable: Determines whether this add-on will be included in recurring auto-billing charges for memberships
Taxes: Select applicable tax type
Price Includes Tax: Select to include the tax in the overall price
Select Save Addon
Delete a Fee Add-On
Important Note
If an Addon is currently in use or associated with a facility or transaction they can not be deleted. If you try to you will get a pop up error.
Navigate to the Configuration tab, select Financial Settings, and then Fee Add-Ons
Select the red X next to the add-on you want to delete
Select OK on the Delete this Addon? prompt
