Flexible Fees

Introduction

Flexible Fees allow users to create a fee without having to create a form. When creating a new fee, multiple items can be added. By default, existing fees that are previously enabled on forms are listed as Active Fees.

Once a fee is created, there are 4 possible ways to assign the fee to student(s).

1. Linking the fee to an existing form
2. Adding the fee as a checklist item
3. Issuing an invoice to particular student(s) via roster
4. Sending the fee to a particular student via profile

Creating New Fees

Navigate to Settings > Payments > Fees or find a 'Fees' tab on the payment settings page. Click on Create Fee to create a new fee.

Via Create Fee, you can enter a Fee name, select a Fee type and enter any extra Details. For Fee Name and Details, you can add translation if second UI language is available on your OpenApply account.

Currently, available Fee Types are as follow:

• Application: a type for fees that are previously enabled on Application form
• Re-enrolment: a type for fees that are previously enabled on Re-enrolment confirmed form
• Enrolment: a type for fees that are previously enabled on Enrolment form 
• Supplementary: a type for fees that are previously enabled on Supplementary form
• Tuition
• Lodging
• Meals
• Clothing
• Miscellaneous
• Examination

Click on Add Item to add a Fee Item. Via Add Fee Item, you can enter Item Name, Translation (if second UI language is available on your OpenApply account), Amount and Quantity. In Amount, the currency selected in your OpenApply account will be displayed. Click on Submit to add the fee item. Click on Create Fee.

Assigning a fee to student(s)

1. Linking the fee to an existing form

Via Settings > Forms, you can link a fee to an existing form if the fee is applicable to anyone who needs to submit the form.

2. Adding the fee as a checklist item

Via Settings > Admissions > Checklist > Add Checklist Item, you can include Fee if this is required during the admissions process.

3. Issuing an invoice to particular student(s) via roster

Via Dashboard > Enquires, Applicants or Students roster, you can issue an invoice to student(s) if the fee is applicable to only certain student(s).

4. Sending the fee to a particular student via profile

You can send a fee to an individual student via their profile if the fee is applicable only to this particular student. Click on the Fees tab on the student's profile > New Fee.

Select a Fee template and select Issue Date. Click on Send Fee to add.

Viewing Fees and Invoices on Student Profile

Admin users can view all invoices and fees relevant to a student and track the payment status on 'Fees' tab on student profile.