Difference between revisions of "Fee Item Fields"
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| − | Fee Item Name: Title for the fee item; will be used to identify the fee item on within the event module. | + | '''Fee Item Name''': Title for the fee item; will be used to identify the fee item on within the event module. |
| − | Description: Further description of the fee item; displays on the invoice | + | '''Description''': Further description of the fee item; displays on the invoice |
| − | Account: Select the desired account from your list of Chart of Accounts. | + | '''Account''': Select the desired account from your list of Chart of Accounts. |
| − | Sales Tax: Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module. | + | '''Sales Tax''': Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module. |
| − | Price: Type the desired fee item amount | + | '''Price''': Type the desired fee item amount |
| − | Item Type: Select | + | '''Item Type''': Select |
| − | Member Fees and Dues - available in the Members module | + | :*Member Fees and Dues - available in the Members module |
| − | Event Fees – available in the Events module | + | :*Event Fees – available in the Events module |
| − | Group Fees – available in the Groups module | + | :*Group Fees – available in the Groups module |
| − | Status: Select Active or Inactive (only Active items may be billed) | + | '''Status''': Select Active or Inactive (only Active items may be billed) |
| − | Frequency: Only One-Time frequency is available for Event fees. | + | '''Frequency''': Only One-Time frequency is available for Event fees. |
| − | Collection Basis: Select Cash or Accrual | + | '''Collection Basis''': Select Cash or Accrual |
| − | Voluntary: If desired, click “Treat this fee as voluntary”. Note: Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements. | + | '''Voluntary''': If desired, click “Treat this fee as voluntary”. |
| + | |||
| + | '''Note: '''Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements. | ||
Revision as of 19:54, 7 September 2015
Fee Item Name: Title for the fee item; will be used to identify the fee item on within the event module.
Description: Further description of the fee item; displays on the invoice
Account: Select the desired account from your list of Chart of Accounts.
Sales Tax: Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module.
Price: Type the desired fee item amount
Item Type: Select
- Member Fees and Dues - available in the Members module
- Event Fees – available in the Events module
- Group Fees – available in the Groups module
Status: Select Active or Inactive (only Active items may be billed)
Frequency: Only One-Time frequency is available for Event fees.
Collection Basis: Select Cash or Accrual
Voluntary: If desired, click “Treat this fee as voluntary”.
Note: Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements.
