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How to Setup and Use Organizer Administration Fees?

Updated

You can use admin fees to manage various scenarios where you need to charge a fee to a specific individual.

  1. Setting Up Administration Fees: create, edit, deactivate
  2. Charging a Fee to a User's Cart

Setting Up Administration Fees

 

  1. Access your Financial Account dashboard:

    • Navigate to your Financials and Accounting menu.
    • From the drop-down menu at the top of the page, select the financial account under which you’d like to charge fees.

  2. Add an Administration Fee:

    • Access the Admin Fees tab.
    • Click on Add Administration Fee.

  3. Enter Fee Details in the Pop-Up Form:

    • Fee Name: Enter the name of the fee.
    • Description: Provide a brief description of the fee.
    • Amount: Specify the amount to be charged.
    • Tax Country: If applicable, select the country for tax purposes and enter the associated tax rate.
    • Processing Fee & Tax Structure: Define the processing fee and tax structure.
     
  4. Save the Fee:
  • Once all details are entered, save the fee. It will now be available in your list of fees.

 

(Optional) Assign Revenue to a Specific GL Account

If you need to post revenue for the fee to a specific General Ledger (GL) account, pause here and refer to the article: Assigning Revenue Accounts to Products or Services

 

 

Charging a Fee to a User's Cart

  1. Search for the User:

    • Go to the USER ACCOUNT PROFILES (PEOPLE) menu.
    • Search for the person by name or email who needs to be charged the fee.
    • Open their Profile Details.

  2. Assign the Administration Fee:

    • Scroll down to the Fees section.
    • Click Assign Administration Fee.
    • Choose the fee to be charged from the dropdown menu.
    • Click Assign Fee.
  3. Fee Assignment:
  • The fee is now assigned to the user’s cart under their profile.
  • The user cannot complete any new transaction without paying this fee to your financial account.

User Payment Process

Notify the User:

  • Instruct the user to log in to their account and visit their cart by clicking the cart icon in the site navigation bar.
  • The fee will appear in their cart and cannot be removed by the user.
  • The user can simply pay for the fee as usual by credit card. 

Additional Admin Actions

  1. View Order Details:

    • Once the fee is paid, view the order by clicking View in the Profile Details where the fee was assigned.

  2. Remove Fee (If Needed):

    • As long as the fee is unpaid, if the fee no longer needs to be charged, go back to the user's profile and click Delete to remove the fee requirement.

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