Add Charges to Plans

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:

Navigate to the child's profile
Click on the Plans tab
Click on Charges
Click the Edit icon
Select the date that the charge needs to be applied
Choose if you want to apply a pricing group or discount to the charge
Choose the charge and the amount of times it should be added
Click Save

Remove Charge

If you need to remove a charge that has already been added and has not been invoiced, follow these steps:

Click on Charges
Click on the Edit icon
Select the date you had selected for the charge
Select the charge or add 0 to the number field
Click Save

Recurring Charge

To add a charge that will be billed weekly or monthly, follow these steps:

Add Charge

Navigate to the child's profile
Find the plan you want to add the charge to
Click the three dots on the upper right corner of the plan
Click Edit
Click the Add Charge button
Select the charge/charges
Click Save

Remove Charge

Navigate to the child's profile,
Find the plan you want to add the charge to,
Click the three dots on the upper right corner of the plan,
Click Edit,
Click the Edit Charge button,
Select the charge or add 0 to the number field,
Click Save.