How to Assign Fees

How to Assign Fees In Mass

  1. Click on the Financials Module. This will take you to the Financials Dashboard.

  1. Click on the "Add Costs" button.

  1. Choose whether to assign the cost to the entire program, a single ensemble, or a custom group of students that you hand-pick from a list off all students in your program.

You will also see a listing of the number of available Members you can Assign Fees to.

  1. Give your Fee a Title, an Amount, Due Date, and (should you desire) a Description. Also choose whether you want to send a text notification about the new cost that has been assigned. Note: You can only create due dates for the day you are creating it or the future; past dates are not accepted.

Adjusting a Fee

If you need to adjust anything about this fee, navigate to the Financials Module and click on the "View" button next to the Fee.

This will take you to the Overview Page for this Fee.

Click the "Edit This Cost" button in the top right corner of the page to make any changes needed, then click the "Save" button.

Assigning an Individual Member a Fee

To create a Fee that is only owed by an a specific Member, you will need to go to that Member's Page.

  1. Go to the "Members" page.

  1. Search for and select the Member you want to Add a Fee to by clicking on the "View" button next to their name.
  1. Click the "Add Cost" button.

  2. Add the Title, Amount, Due Date, Description (if desired), and decide whether you'd like to send an SMS notice that you've created a new cost for this student.

  1. Click "Save & Send SMS."
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