Manage Fees

You can add new fees, edit existing ones, or remove unused fees.

  1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

  2. You will land on Fees.

  3. Select Add New Fee +.

  4. Enter the following:

    • Fee Name (This field is required and cannot be duplicated.)

    • General Ledger ID (Optional.)

    • Project Code (Optional.)

    • Description (Optional. This will appear on invoices.)

    • Amount (This field is pre-filled if you apply fees from a family’s main page.)

  5. Choose whether this fee should be applied per:

    • Family
      Applied once per family.

    • Student
      Applied to particular student(s) in specific grade(s) or enrollment status.

  6. Choose a Distribution Type:

    • 1st Month
      Fee is due in the 1st month of the payment plan

    • Across Plan
      Fee is distributed evenly throughout the payment plan

    • Specific Months
      Select the month or months to apply the fee to

      Tip: Blackbaud Tuition Management recommends this option.

    • Across Tuition Months

      Fee will be distributed evenly across only the months when tuition is collected

  7. Select Save.

Note: Fees will be listed alphabetically by Fee Name.

Note: The shopping cart is only student-based.

  1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

  2. Select Shopping Cart Fees.

  3. Select Add New Shopping Cart Fee.

  4. Enter the following:

    • Fee Name (This field is required and cannot be duplicated.)

    • General Ledger ID (Optional.)

    • Project Code (Optional.)

    • Description (This will appear on invoices.)

    • Amount (Required.)

    • Is this Quantity of this Item Limited or Unlimited? (Set a limit if you are selling an item with limited availability, such as tickets to an event.)

    • Apply Multiple Times (Determine if families can purchase the same item multiple times in a billing cycle.)

    • Shopping Cart Agreement (Only student-based.)

  5. Determine if the Shopping Cart will be on or off:

    • ON
      Available on the Parent Site for families to purchase as an optional item

    • OFF
      Unavailable on the Parent Site

  6. Choose whether this fee should be applied per:

    • Family
      Applied once per family.

    • Student
      Applied to particular student(s) in specific grade(s) or enrollment status.

    Note: If a fee needs to be applied to both families and students, you must create two separate fees with different names.

  7. Choose a Distribution Type:

    • 1st Month
      Fee is due in the 1st month of the payment plan

    • Across Plan
      Fee is distributed evenly throughout the payment plan

    • Specific Months
      Select the month or months to apply the fee to

  8. Select Save.

To add an enrollment fee, please contact Support.

  1. From the Fees & Discounts menu, choose Manage Fees and Discounts.

  2. Choose the appropriate tab.

  3. Select Edit next to the fee.

  4. Edit the necessary fields.

  5. Select Save.

    Note: Only fees which have not been applied to families can be edited.

  1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

  2. Choose the appropriate tab.

  3. Select Remove next to the fee.

The fee will be deactivated.

Removed Fees and Discounts can be reactivated from the In-Active tab.

  1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

  2. Choose the appropriate tab.

  3. Select In-Active.

  4. Select Reactivate for the appropriate fee.