Assign a Fee to Family Members

Classic View: Census > Household > Fees

Search Terms: Fees

You can use the Household Fees tool to assign Fees to an individual household member or to multiple household members at the same time.

Assign a Fee

  1. Click the New Fee Assignment button.
    Result: The New Fee Assignment panel displays.
  2. Select a Fee from the dropdown list.
    Tip: This list is populated with values set in the Fees section.
    If the fee amount is predetermined, this value will appear after the fee description. Otherwise the Amount displays as 0.00. If the fee amount is variable, an asterisk (*) will appear after the amount.
  3. If applicable, enter the Amount of the fee.
    Tip: If the description of the fee ends in an asterisk (*), the fee amount can be edited.
  4. Enter a Due Date for the fee in mmddyyyy format.
    Tip: Click the date field to open a calendar where you can pick the date.
  5. Mark the Exempt checkbox if the person is exempt from paying this fee.
  6. Select the checkbox next to the member(s) of the household to whom the fee should be Assigned.
  7. Select the Calendar of enrollment for each individual from the dropdown list.
    Tip: The current calendar of enrollment is automatically selected.
  8. Enter any Comments related to the fee assignment in the Comments field.
  9. Click the Save button when finished.
    Result: The new fee displays in the Fee Editor with the total adjusted appropriately.

Edit a Fee Assignment

Once a fee has been assigned, clicking on the fee displays the Assignment panel. Only the Due Date, Exempt Status and Comments can be modified in this window.

Click Save when finished. To change the amount of a fee, Make an Adjustment.