Difference between revisions of "Events-Create Events Fees (Integrated Billing)"
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− | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0UZ0HA">If an event requires a fee in order to participate, the Event Fee must be created in before it can be assigned to the event. </span></div> | |
− | + | <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0TZ0HA">To create an event fee</span></div> | |
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− | <div style="color: #808080; font-family: | ||
<div style="margin-left: 36pt;margin-bottom: 12pt;"> | <div style="margin-left: 36pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0SZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span> in the <span style="font-weight: bold;">Billing</span> module of the left-hand navigation bar.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RZ0HA">[[Image:Events-Create_Events_Fees_(Integrated_Billing)-image58.png]]</span></div> |
− | <div style="color: #000000; font-family: " | + | <div style="color: #000000; font-family: "Arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0QZ0HA">Figure 3-2</span></span> Fee Items List selection</div> |
<div style="margin-left: 36pt;margin-bottom: 12pt;"> | <div style="margin-left: 36pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0PZ0HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: " | + | <div style="font-family: "Arial"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OZ0HA">[[Image:Events-Create_Events_Fees_(Integrated_Billing)-image59.png]]</span></div> |
− | <div style="color: #000000; font-family: " | + | <div style="color: #000000; font-family: "Arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0NZ0HA">Figure 3-3</span></span> Add fee item</div> |
− | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0MZ0HA">The </span><span style="font-weight: bold;">Event Fee Display Name</span> is limited to 50 characters. The <span style="font-weight: bold;">Event Fee Description</span> is limited to 100 characters.</div> |
<div style="margin-left: 36pt;margin-bottom: 12pt;"> | <div style="margin-left: 36pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0LZ0HA">Complete the </span><span style="font-weight: bold;">New Fee Item</span> screen making sure <span style="font-weight: bold;">Item Type</span> is changed to the <span style="font-weight: bold;">Event Fees</span> selection.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0KZ0HA">Click </span><span style="font-weight: bold;">Save & Exit</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="color: #808080; font-family: | + | <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0JZ0HA">To remove an event fee with integrated Billing</span></div> |
− | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0IZ0HA">Removing an event fee also removes any association with an event and makes it unavailable in event reports as well. Make sure that you no longer need access to this event fee before removing it.</span></div> |
<div style="margin-left: 36pt;margin-bottom: 12pt;"> | <div style="margin-left: 36pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0HZ0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0GZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FZ0HA">Click the x at the end of the row of the desired fee to be removed. </span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0EZ0HA">Click </span><span style="font-weight: bold;">OK</span>. </div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="color: #808080; font-family: | + | <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0DZ0HA">To edit an event fee</span></div> |
<div style="margin-left: 36pt;margin-bottom: 12pt;"> | <div style="margin-left: 36pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">1. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0CZ0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">2. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0BZ0HA">Click </span><span style="font-weight: bold;">Fee Items List</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">3. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E0AZ0HA">Click the title of the desired item to be modified. </span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">4. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E06Y0HA">Make desired changes.</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span style="font-family: Arial; font-size: 10pt;">5. </span></div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt; text-align: justify;"><span id="wwpID0E05Y0HA">Click </span><span style="font-weight: bold;">Save & Exit.</span> </div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="color: #808080; font-family: | + | <div style="color: #808080; font-family: Arial; font-size: 14pt; margin-bottom: 0pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E04Y0HA">Fee Item fields</span></div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03Y0HA">Fee Item Name: </span></span>Title for the fee item; will be used to identify the fee item on within the event module.</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E02Y0HA">Description:</span></span> Further description of the fee item; displays on the invoice</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E01Y0HA">Account:</span></span> Select the desired account from your list of Chart of Accounts.</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0ZY0HA">Sales Tax: </span></span>Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module.</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0YY0HA">Price:</span></span> Type the desired fee item amount </div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0XY0HA">Item Type: </span></span>Select </div> |
<div style="margin-left: 72pt;margin-bottom: 12pt;"> | <div style="margin-left: 72pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0WY0HA">Member Fees and Dues - available on </span><span style="font-weight: bold;">Member->Account</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0VY0HA">eCommerce Fees – available in the eCommerce module</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0UY0HA">Event Fees – available in the </span><span style="font-weight: bold;">Events</span> module</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0TY0HA">Group Fees – available in the </span><span style="font-weight: bold;">Groups</span> module</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0SY0HA">Non-Dues Fees – available on </span><span style="font-weight: bold;">Member->Account</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
<tr valign="baseline"> | <tr valign="baseline"> | ||
− | <td style="width: 18pt"><div style="font-family: " | + | <td style="width: 18pt"><div style="font-family: "Arial"; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td> |
− | <td><div style="font-family: " | + | <td><div style="font-family: "Arial"; font-size: 11pt;"><span id="wwpID0E0RY0HA">Pledge Fees - available on </span><span style="font-weight: bold;">Member->Account</span></div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0QY0HA">Status: </span></span>Select Active or Inactive (only Active items may be billed)</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0PY0HA">Frequency: </span></span>Only One-Time frequency is available for Event fees.</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0OY0HA">Collection Basis: </span></span>Select Cash or Accrual</div> |
− | <div style="font-family: | + | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0NY0HA">Voluntary:</span></span> If desired, click “Treat this fee as voluntary”. Note: <span style="color: #000000; font-family: Arial; font-size: 8.5pt; font-style: italic;">Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements.</span></div> |
− | <div style="color: #000000; font-family: " | + | <div style="color: #000000; font-family: "Arial"; font-size: 10pt; font-weight: normal; margin-bottom: 12pt; margin-left: 72pt; text-align: justify;"><span id="wwpID0E0MY0HA">Chart 3-1 Fee Item fields</span></div> |
− | </div> |
Latest revision as of 13:25, 4 June 2016
If an event requires a fee in order to participate, the Event Fee must be created in before it can be assigned to the event.
To create an event fee
1. |
Click Fee Items List in the Billing module of the left-hand navigation bar. |
Figure 3-2 Fee Items List selection
2. |
Click Add Fee Items. |
Figure 3-3 Add fee item
The Event Fee Display Name is limited to 50 characters. The Event Fee Description is limited to 100 characters.
3. |
Complete the New Fee Item screen making sure Item Type is changed to the Event Fees selection. |
4. |
Click Save & Exit. |
To remove an event fee with integrated Billing
Removing an event fee also removes any association with an event and makes it unavailable in event reports as well. Make sure that you no longer need access to this event fee before removing it.
1. |
Click Setup in the left-hand navigation bar. |
2. |
Click Fee Items List. |
3. |
Click the x at the end of the row of the desired fee to be removed. |
4. |
Click OK. |
To edit an event fee
1. |
Click Setup in the left-hand navigation bar. |
2. |
Click Fee Items List. |
3. |
Click the title of the desired item to be modified. |
4. |
Make desired changes. |
5. |
Click Save & Exit. |
Fee Item fields
Fee Item Name: Title for the fee item; will be used to identify the fee item on within the event module.
Description: Further description of the fee item; displays on the invoice
Account: Select the desired account from your list of Chart of Accounts.
Sales Tax: Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module.
Price: Type the desired fee item amount
Item Type: Select
Status: Select Active or Inactive (only Active items may be billed)
Frequency: Only One-Time frequency is available for Event fees.
Collection Basis: Select Cash or Accrual
Voluntary: If desired, click “Treat this fee as voluntary”. Note: Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements.
Chart 3-1 Fee Item fields