Charge Items are things you charge money for. Often, these are line items added to enrollment, but they can also be used internally to build an Invoice (or series of charges on a particular date/time).
Create a Charge Item
To create a Charge item, follow these steps:
Head over to the My Company > Items tab.
Click the blue plus in the top right next to the Charge Items.
Name it and click the boxes next to the Item types that apply, then click "Save."
Charge Item Options
We'll go over each of the Charge Item options you have available when creating a Charge Item.
Type
Standard Fees - Charged from the Enroll Form
Card Processing Fees/Taxes - Automatically charged on every electronic payment (e.g., "Convenience Fee" of 2% on credit card payments or "Sales Tax" of 6.85% on every payment).
NOTE: These will not be charged when purchasing a Gift Card.
Required
Required at enrollment or in a payment plan - Must be paid for at enrollment.
Optional at enrollment or in a payment - Not required at enrollment.
Quantity
This used to be called "Calculated." The options are:
Quantity is not specified
When purchasing this item, quantity can be specified - Allows you to set a price per unit, and allows the Enrollee to enter the desired quantity at enrollment. The total due is calculated for them.
Payment Plans
Enabled for Payment Plans - Can be included in Payment Plans (Payment Plans allow Enrollees to pay for their total amount due over time).
Due at enrollment - Is due at enrollment.
How Often?
Charge every enrollment - At enrollment, these Charge Items are charged for every enrollment that has that Charge Item.
Charge once per Enrollee - At enrollment, these Charge Items are only charged to the (Enrollee) once, regardless of how many enrollments are made within the same Enrollment Period.]
Charge once per Account - At enrollment, these Charge Items are only charged to the Primary Account Holder once, regardless of how many enrollments are made within the same Enrollment Period.
NOTE: If the Charge Item is not for Payment Plans or due at enrollment, or you just don't know which one to choose, leave it on "Enabled for Payment Plans."
Prepayment
This should be used when you need to collect a prepayment before enrollment. You then choose an associated Charge Item that this prepayment will eventually be credited toward at a later time using the associated Charge Item.
NOTE: A lot is going on with these settings, and in some cases, you might be unsure how to set up your new fee. If this is the case, contact Enrollsy support, and we can point you in the right direction.