Create an administrative fee on your financial account, then add it to a person's profile. The fee waits in their cart, and they can't register for anything else until they pay it.
- An administrative fee is a charge you add to one person, after checkout or outside any registration. A common use is collecting a price difference after you move someone to a dearer category.
- The person can’t remove it from their cart. Until they pay it, they can’t complete any other registration.
- You can delete a fee only while it’s unpaid. Once it’s paid, refund the order instead.
- A GL code is optional. Give the fee one if you want its revenue to post to a specific account.
Create an administrative fee on your financial account, then add it to a person’s profile. The fee waits in their cart until they pay it.
-
Open your financial account
On the Admin Dashboard, select Financials → Accounting and choose the financial account that should receive the fee.
-
Add the fee
Open the Admin Fees tab and select Add Administration Fee.
-
Fill in the details
Enter the fee’s name, which appears on the receipt, and a description and amount. Choose who pays the processing fees and the taxes: the user, in their cart, or your organization, from your payout. Set the tax country and rate if tax applies. Save the fee.
-
Give it a GL code, if you want one
This is optional. Under GL Codes, assign the fee a GL code with the type Identity Fee. See Manage GL codes (revenue accounts).
-
Find the person
Select Users, search for the person by name or email and open their profile details.
-
Charge the fee
On the person’s profile, select Assign Administrative Fee and choose the fee to add to their profile. Repeat for any other fee.
-
Tell the person
Let them know the fee is waiting in their cart. They sign in, open the cart and pay by card.
After you charge a fee
The Fees section of the profile shows whether each fee is paid. Once it’s paid, its status changes to complete, and View opens the order and the receipt. To cancel an unpaid fee, select Delete.
Edit or retire a fee
Edit a fee at any time from the Admin Fees tab. To stop a fee being charged again without deleting it, turn on Prevent further use. It then no longer appears when you assign fees.
To move someone to another category first, see Change a registration category or register someone directly as an admin.