Invoicing and Fees

How to Create and Apply Hourly Fees Schedule:

Menu > Settings> Hourly Fees Schedule

• Add new fees schedule – Click on Add new fee icon on right

Hourly Fee Schedule:

1.  Hourly Fee Schedule : Add Name/ Description/ Select Hours
2. Add Minimum and Maximum Charges to be applied on fee
3. Hours – Hours are in slots of 25 min. Fees can be applied accordingly
4. Charges-Select checkbox, Fees can be allotted for hours in Partly or for the full hour
5. 20 Hours ECE – Select the checkbox and put “ZERO (O)” on sixth hour
6. Holidays & Temporary closure Discounts can also be added and applied with fees
7. Late Charges: Late charges can be added to Fee schedule and applied on respective fees for the child
8. Save and continue

Apply Hourly Fees:

Menu > List View> Children

Select Child> Under Accounts and Fees tab

Add New Fees> Add Hourly Fees

• Apply Hourly Fees schedule from dropdown under “Fees”
• Add discount, if any
• Select WINZ checkbox to activate WINZ in the fee schedule, if available
• Notes: Gives description of WINZ and discount applied on the fee .
• Select Payee from dropdown- WINZ / Parent
• Select Effective Start and End Date to create fees for invoice cycle
• Recurrence pattern: Weekly/Once
• Save and Continue