Add a Fee to a Course
Steps to add a Fee to a Course
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Learn how to add a Fee to a Course.
If you are running a Course that has extra expenses, whether these are costs to your business or costs that you plan to recharge back to your customer, save them directly to the Course as a ‘Fee’.
Fees ensures that your cost tracking is accurate, and enables you to charge fees (such as trainer travel) back to your customer!
Follow this page to learn the steps to add a Fee to a Course.
Add a Fee to a Course
This step will take you through adding a Fee to a scheduled Course
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
Find the Course you would like to assign a fee to, by applying filters and/or searching the Courses DataGrid
Once you have located your course, right click the Course and select the 'Fees' option from the context menu
This will open up the ‘Fees’ DataGrid
Click the ‘Add Fee’ button at the top of the DataGrid
This will open the 'Add Fee' pop up window
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
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 CourseOnce you have added the amount, you can choose whether this is charged per Session, Delegate, Day, Hour or Delegate Day
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
If the fee is not recharageble, then it will be recorded as a 'loss' in the profitability numbers
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
Rechargeable fees are most commonly used for In-house Courses
The last section is ‘Additional Information’. Here you can add a description about your fee if needed
Click the ‘Save & Close' button to create your fee
You will now see your Fee has been added to the ‘Fees' DataGrid