Charge Adjustments

To locate your Charge Adjustments, navigate to Centre Setup > Charge Adjustments.

Use this screen to setup standard daily, weekly or enrolment fees or discounts that you can optionally apply to individual children on the enrolment tab to adjust the base enrolment fee. 

1) Click 'Create New'.

2) Enter the 'Adjustment Name' and Type (see below).

3) Enter the $ Amount (this will depend on the type of adjustment).

4) Select a Holiday Credit Method from the dropdown (see below).

5) Tick the Enrolment Discounted, Is Tax Free and/or Is Donation boxes where relevant.

6) Enter the Max Weekly (hours) if applicable.

Charge Types

• Once Only: is invoiced once only for the child, regardless of subsequent enrolments
• Daily: is invoiced per day - you get to select which days in the enrolment screen
• ECE Hours Charged At An Hourly Rate: As described. The number of ECE hours in the enrolment is multiple
• Weekly by Count: is a weekly charge - if the child has a holiday credit the value of the credit will be divided evenly by the number of days enrolled that week
• Weekly by Value: is a weekly charge - if the child has a holiday credit the value of the credit will be based on the value of the particular day (some days may be more expensive than others depending on ECE hours and fees)
  
  

If the child is absent or has a normal holiday, they are charged per the centre holiday policy, subject to the two weekly holiday credit options above.

When a child takes a discountable holiday then the Holiday Credit Method determines if and how the charge is credited.

• No Credit: is never credited e.g. a fixed charge
• Holiday Credit: is credited at the holiday discount %. e.g. an ECE charge
• Full Credit: is credited in full. e.g. Lunch fee
• Always Charge: works the same as No Credit, but is charged even when a Centre Holiday is Not charged unless the holiday excludes charges.

You can also choose whether to apply enrolment discounts to the fees or not. If you mark an optional fee as discountable and then use a discount on the enrolment tab, the discount will apply to the optional fee as well as the regular attendance fees.

Apply to Enrolment 

1) Navigate to the Child Record > Enrolments > Select Enrolment. 

2) Click the "+" sign on the enrolment tablet at the bottom of the screen.

3) Select the relevant charge adjustment.

4) Click 'Save'.

Holiday Discount Method 

When a child takes a discountable holiday, the Credit Method determines how the charge is credited.

• No Credit: is never credited during a Holiday. If centre calendar day is set to "No Charge" then this will not charge for this fee
• Holiday Credit: is credited at the holiday discount %
• Full Credit: is credited in full.
• Always Charge: works the same as No Credit, but is charged even when a Centre Holiday is "Not Charged" unless the holiday excludes charges.