Add Charges to Plans
Written by Lily
Updated over a week ago

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

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 or Edit 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

Did this answer your question?