Fees Editor [.2211 - .2219]

Classic View: Census > Household > Fees

Search Terms: Fees

The Fees Editor itemizes all fees assigned to each member of a household, including totals of how much was charged, how much was paid and the remaining debt or surplus. The following table describes all of the columns found in the Fee Editor.

The following table describes all of the columns found in the Household Fees Editor.

FieldDescription
Unpaid FeesThe total amount that needs to be paid.
Surplus

If more has been paid than has been charged, a positive value appears and indicates the surplus amount available to be applied to later fees. Even after Surplus money is applied to other fees or refunded, you can see deposit and withdrawal details in the Surplus table. The Auto-pay Fees with Surplus Balance District Preference automatically pays any fee from the Surplus.

BalanceThe Balance is the net of all debits minus all credits. A negative account balance indicates the account holder has funds available to pay unpaid fees, while a positive balance indicates the account holder owes money.
YearThe year in which the fees were assigned.
Household Max
Student Max
The Fee Maximums tool sets a cap on the amount of fees a family pays for a school year. This cap can be set for just student fees (applies to fees listed on the Student Fees tool), for just household fees (applies to fees listed on the Household Fees tool) or both.The fee maximums defined in the Fee Maximums tool display.
  • Only fees assigned to members indicated as primary will calculate towards the Household Fee Maximum.
  • If a student has primary household memberships in two households, the Household Fee Max does NOT apply for any person in the household. However, the Student Fee Max (if set) does apply to all students in the household.
Name

The member of the household to whom the fee was assigned.

FeeThe name of the name.
Due Date

The date the fee payment is due. If a due date has passed and the fee has not yet been paid, the due date will appear in red.

Balance

Indicates the amount remaining to be paid.

Description

For gray rows, this column includes a description of the fee, such as "Athletic Shorts" or "Summer School Tuition." For white rows, this column indicates what kind of transaction was performed, either a Payment or an Adjustment. Information about individual fees can be expanded and collapsed by clicking the + or - sign next to the Fee Description.

Type

For gray rows, this column includes the category of the fee, such as "Gym Uniforms" or "Registration." For white rows, this column indicates where the Payment was made, such as "In Office" or "Online."

Date

Applies to Payments and Adjustments, indicating when the transaction took place.

Exempt

Indicates if a fee is considered exempt and therefore does not need to be paid. If a Student or Household Fee Maximum has been reached, the word Exempt displays in parenthesis next to the fee. 

Debit

The original amount of the fee.

Credit

Applies to Payments and Adjustments, indicating the amount that was deducted, through either payment or removal because of an adjustment.