Add a Fee to a Course

Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

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Find the Course you would like to assign a fee to, by applying filters and/or searching the Courses DataGrid

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Once you have located your course, right click the Course and select the 'Fees' option from the context menu

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This will open up the ‘Fees’ DataGrid

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Click the ‘Add Fee’ button at the top of the DataGrid

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This will open the 'Add Fee' pop up window

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The first section is Details about the Fee, here you can select where the Fee is mapped to (this is auto populated), the Fee label, Type and Fee Date

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Mapped To -is which Course the Fee will be attached to
Label - Is the name of the Fee
Reference - Is a note to say what the Fee is for
Fee Type - This is where you would choose whether it is a Fee or an Expense
Fee Date - You can select a date for when the Fee is live (to be added)

The next section is ‘Fee', this is where you add the Amount, select the Amount Type and whether the fee is rechargeable and if it has a rechargeable amount
Rechargeable fees will be included on the Invoices for your customers who book onto this Course

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Once you have added the amount, you can choose whether this is charged per Session, Delegate, Day, Hour or Delegate Day

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Please see our dedicated page here for Course Cost Types

Then you will need to choose whether its rechargeable or not by selecting the Checkbox. When you select the Checkbox, you will see an additional option becomes available

1. If the fee is not recharageble, then it will be recorded as a 'loss' in the profitability numbers

2. If the fee is rechargeable, then it will be recorded as a 'loss' and 'income' in the profitability numbers, and when the customers are invoiced it'll be included in the invoice

3. Rechargeable fees are most commonly used for In-house Courses

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The last section is ‘Additional Information’. Here you can add a description about your fee if needed

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Click the ‘Save & Close' button to create your fee

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You will now see your Fee has been added to the ‘Fees' DataGrid

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