You need to set up your Fee Calculation Templates to enable you to do your billing and set up your classes. Fee Calculation Templates are linked to classes so the system knows what to charge and also what group you want to bill when you generate invoices e.g. you may want to bill your "Learn to Swim" by the term, and your "Squads" monthly, or you want to be able to bill for "Holiday Intensives" separately - this is where the Fee Calculation Templates come in.


Follow these steps to set up your Fee Calculation Templates.


1. Go yo your Configuration Tab.


2. Under "Class Setup", click on "Fee Calculation Template".


3. Click "Add Fee Calculation Template"


4. Fill out the fields. 


Name your template - this is what will show in your drop down menus to select for your classes setup and when generating invoices.

Examples:

Learn to Swim

Squad

Holiday Intensives

Holiday Program

Privates


Select your Price set

Class - this means students will be charged the amount in the price matrix per class.

Week - this means students will be charged the amount in the price matrix per week.

Calendar month - this means students will be charged the amount in the price matrix per month.

Term - this means students will be charged the amount in the price matrix per term.

NOTE: Even if you are charging per term, select the class/week option. This means that students will be charged the per class amount each week of the term you have set, rather than that price divided by the number of weeks in the term.


Select your frequency of billing

Flexible Date Range - this is the most common setting, used for most classes

Weekly - not commonly used

Calendar Month - usually used for squads.


Save your template.


You can edit these once created if needed by clicking on the yellow folder "edit" action next to the template name:



Last updated 3 May 2021