Custom Form Fees let your school collect additional fees on AdHoc forms, such as a field trip fee tied to a permission form. These are separate from contract fees and require a small amount of configuration to go live.
💡Quick Answers
- Where do I manage custom fees? Settings > Financial > Custom Form Fees (requires financial permissions).
- How is the structure organized? Fee Groups contain Fee Types, which contain individual fees. The Fee Type name is what parents see at payment.
- What can I edit myself? Existing fee names, descriptions, amounts, active status, accepted payment methods, and group/type structure.
- What requires Support? Adding new individual fees and editing fee conditions (the rules that determine who is charged and how much).
- How do parents end up paying? The fee must be tied to a form via a Custom Fee checklist item; the payment page becomes the last step before form submission.
How-To: View & Set Up Custom Fees
Admins with financial permissions can view AdHoc fees from Settings > Financial > Custom Form Fees within your Finalsite Enrollment site.
Within this page, you can take the following actions:
- Add new or edit existing fee groups, which are used to contain related sets of fees. For example, you might have a fee group called Activity Fees.
- Add new or edit existing fee types, which are used to contain individual fee rules, to any existing groups. For example, you might have separate fee types for Football, Soccer, etc., within your Activity Fees fee group. The fee type name is what appears to parents when making the payment.
- Edit the name, description, or amount of any existing individual fees.
- Manage the active/inactive status of any existing individual fees.
- Delete any existing fee groups, fee types, or individual fees.
- Manage the accepted payment methods for any of your fee groups. Please note you must already have your payment gateway set up for the selected options
The following actions must be handled by our Support team:
- Adding new individual fees within your fee types.
- Editing the fee rules (i.e. Conditions) for any existing individual fees. Conditions determine who receives a fee; for example, if a certain group of students will have the fee waived or if there are differing amounts based on grade
If you need to reach out to the Support Team for any of the above actions, be sure to include details about the fee you want added or edited so that they can best assist you.
How-To: Set Up Associated Checklist Items
Once your custom fees have been created and configured, you can set up the needed checklist items to make them live for parents. Custom Fees must be tied to a form in order for parents to be able to pay through Finalsite Enrollment.
First, create a checklist item for the Online Form if you do not already have one.
Next, create a second checklist item with an Item Type of 'Custom Fee', then select the Fee Grouping and Associated Form from the drop-down menus under the Type heading.
Note that you select a Fee Grouping instead of a specific fee. This is because the system will automatically apply the appropriate fee(s) within that fee grouping based on the Conditions or rules that are configured on the Fee Management page.
When families log into the Parent Portal and open the associated Online Form, the last page will be the payment page and they must enter their payment information before the form can be submitted.
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