Add a Fee to a Course

Owned by Jenna Buttershaw
Last updated: 16 Feb, 2024 by Hannah Letch
4 min read

 

Steps to add a Note to a Course

 

Learn how to record additional information against a Course in a Note.

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!

example fee

 

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

 

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

    Main navigation menu

     

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

     

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

     

  4. This will open up the ‘Fees’ DataGrid

     

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

     

  6. This will open the 'Add Fee' pop up window

     

  7. 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)

  8. 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

     

  9. Once 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

  10. 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



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

     

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

     

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