Learn how to add one-time, weekly, or monthly charges to a child's plan.
Besides charging children for their attendance you most likely have other charges that need to be added. You could have a registration fee that is only charged once the child enters your care or a bus charge that is paid monthly.
Let's go through how to add these charges to the child's plan so they can be invoiced.
One Time Charges
Add Charge
To add a charge that will only be invoiced once such as the registration fees or medical fees, follow these steps:
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Navigate to the child's profile
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Click on the Plans tab
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Click on Charges
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Click the Edit icon
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Select the date that the charge needs to be applied
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Choose if you want to apply a pricing group or discount to the charge
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Choose the charge and the amount of times it should be added
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Click Save
Remove Charge
If you need to remove a charge that has already been added and has not been invoiced, follow these steps:
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Click on Charges
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Click on the Edit icon
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Select the date you had selected for the charge
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Select the charge or add 0 to the number field
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Click Save
Recurring Charge
To add a charge that will be billed weekly or monthly, follow these steps:
Add Charge
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Navigate to the child's profile
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Find the plan you want to add the charge to
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Click the three dots on the upper right corner of the plan
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Click Edit
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Click the Add Charge button
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Select the charge/charges
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Click Save
Remove Charge
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Navigate to the child's profile,
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Find the plan you want to add the charge to,
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Click the three dots on the upper right corner of the plan,
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Click Edit,
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Click the Edit Charge button,
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Select the charge or add 0 to the number field,
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Click Save.