Touchpoint Software Documentation | Fee Settings Tab

Fee Settings Tab

Below are the optional settings on Settings > Fees tab of an Organization. These all relate exclusively to organizations that will be used for online registration.

The Settings tabs for Fee, Questions, Messages will not display unless you have a Registration Type (other than the default) selected on the Registration tab.

Warning

In every case in which you enter an amount, do NOT use a dollar sign. Just enter the amounts as 50, or 175, for example.

Basic Setup

Fee

Enter the dollar amount of the base fee. You can charge fees solely based on options that are selected, without putting a fee in this setting.

Deposit Amount

You can use the deposit option only if you have a fee on the Fees tab. The exception to this is if you use the Family Deposit Extra Value. See the Tip below re this. Entering an amount in this field allows the registrant the option to either pay in full or pay a deposit. If you allow for paying a deposit, you must add the {paylink} email replacement code in the confirmation, so the registrant has a link to return and make subsequent payments.

This is the text that will replace the paylink code in a confirmation:

Click this link to make a payment and view your balance.

When you allow a deposit, the registrant can make as many additional payments as they want until paid in full. They will be presented with the full payment in a text box and they can change that to whatever they want as a payment. It is like an installment payment.

Caution

If you change the base fee on the org after a person has paid a deposit, his fee will continue to display as the original fee. However, you can go to his Member Dialog, click Transaction > Make Fee Adjustment and make the change there. That will adjust his Balance Due.

Tip

Waive or Lower Deposit Amount

You can waive or lower the amount of the Deposit for an individual by having your System Admin create a special Deposit Ad Hoc Extra Value on the person’s record. That person will still be required to pay the full amount of the fee and he will still be able to make subsequent payments using the {paylink} in the confirmation email. He will just not have to pay the full deposit at the time he registers.

Family Deposit

If you want entire families to register and pay the same deposit per family (perhaps just to hold their place) you can use a special Family Extra Value to do that. In this use case, the other fees can be calculated based on age or other options, or the fee can be on the Fee Tab as the total per person, if it is the same for everyone. When using this Extra Value, the registrant will not have an option to pay either the Deposit or the Full Amount. The amount for him to pay will be only the amount of the Family Deposit Extra Value. Be sure to include a paylink in the confirmation and the Details replacement code so the registrant will see the total amount due.

Maximum Fee

Enter a dollar amount if you want to set a maximum amount that will be paid during that registration for all registrants registering at the same time. This is a good way to allow for a family maximum.

Note

All family members must register during the same registration in order for the maximum to apply.

Extra Fee

This must be used in conjunction with the Last Day Before Extra date. Enter an amount to be added to the regular fee for those registering after the Last Day Before Extra date.

Note

Only enter the additional fee to be added to the base fee. Do not enter the total amount the fee will be after the late date.

Caution

Extra Fee does NOT apply when using Tickets. In those cases, just change the amount after a specific date.

Last Day Before Extra

See Extra Fee above. Click the calendar icon and select the date which is the last day someone can register before the late fee is added.

Note

The date/time is Central Time Zone.

Extra Value Fee Name
Not in use yet.
Accounting Code

This is a reference for your general ledger account where the fees from this registration will be entered. This displays on the Totals by Description report accessed on the Transactions page.

Note

If you are using a Master Org (for User Selects or Compute by Birthday), the Accounting Code that will display will be the one on the Master Org, not the PickList Orgs.

See also

Transactions Log

Checkboxes

Include other fees with deposit
When this is checked, the person registering and paying a deposit will be required to pay the additional fees at that time. These are fees such as shirt Fees, fees associated with checkbox or dropdown options or late fees.
Apply max to other fees
Click this box if you want the total fees charged to a family (registering at the same time) not to exceed the Maximum Fee regardless of any extra fees (for shirts or any fee associated with a checkbox, etc.). Leave the box unchecked to have those other fees added on top of the Maximum Fee.
Other fees added to org fee
When this box is checked and you have a reduced fee for those enrolled in another Organization (see Org Fees), the fee will be increased by the amount of the extra fees, if any. This includes Shirt Fees, Late Fees, and any fees associated with checkboxes or drop downs. If left unchecked, those in the org will pay only the amount indicated for the Org Fee.

Org Fees

Add Org Fee

This option will give registrants a special fee if they are enrolled in a specified Organization. Click the green Add Org Fee button, then enter the Org ID # and the amount of the Fee. You can add more than one Org Fee. The fees do not have to be the same for each one. See Other fees added to org fee’ Additional above.

Important

This is a way to give a discount for an event to any group of individuals. The only requirement is that they are enrolled in the Organization you specify.

Donation Setup

Ask Donation

Check this box if you want to provide the opportunity for a registrant to make a tax-deductible donation at the time he pay his registration fee. A contribution record gets created for the registrant for the amount donated, not for the amount of the registration fee. See next two items relating to this.

Important

Your registration must already have a Fee associated with it in order to ask for an extra doantion. Also, only use with Join Org registration types, but not with any other type of online registration. Also, do not use this with Mission Trip types of registrations.

Donation Fund ID

Enter the contribution Fund ID # for the donations made during the registration. See Ask Donation above. This ID# is also used to specify the Pledge Fund for Online Pledges.

Note

If you check the Ask Donation box, but do not enter a Fund ID#, all donations will be applied to the Default Fund on your database.

Donation Label

Click Edit and enter the text to describe the purpose of the extra donation, if you have selected Ask Donation and have entered the Donation Fund ID. Editing this is just like editing the email confirmation. It is HTML and you can even include an image. After creating your message, click Save. Then click Save Changes before leaving for the Fees tab.

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