How to create and apply Fixed Fees and optional charges:
Menu > Settings > Fixed fees Schedule
Add new Fixed Fee Schedule – Click on Add new fee icon on right
Fixed Schedule Fees is mostly used Once
For eg; Enrollment fee, Meal charges, Carryover Balance, etc.
Add fixed fees and optional charges
Add all values to the fields as required.
- Apply on Attendance – if this option is enabled, the fixed fee will be applied to days child have attended, i.e Meal charges.
- Apply on Absence – if this option is enabled, the fixed fee will be applied to days child is absent or on holiday.
- Optional Charge – if this option is enabled, the fixed fee will be regarded as Optional and not affect any calculations or invoices and be excluded from the invoice totals displayed on the FamilyBoost Quarterly Statements (particularly useful for fees such as fundraising contributions, donations, or other charges that are considered optional)
- Check this link for more info – https://helpguide.juniorlogs.co.nz/knowledgebase/how-to-mark-fees-charges-as-optional/
Applying Fees Under Child Record:
Menu > List View > Children
Select Child > go to Booking and Fees tab
Add New Fees > Add Fixed fees
- Add the fee type
- Unit price can be updated
- Add Effective date
- Select Payee name
- Add any discount if required
- Select the recurrence pattern for the invoice.
- Save
