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How to Add a Daily Rate or a Custom Fee to an Account
How to Add a Daily Rate or a Custom Fee to an Account

Steps to adding pricing to an Individual Customer Account who are on subsidy

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

NOTE: If you have NOT created a Subsidy Program, click here.

After the customer has enrolled in the subsidy Program, you will have to add the subsidy pricing manually. Go to the Customer's Billing page and follow these steps:

Step 1 - Edit Payment Plan

Find the subsidy Enrollment and click "Edit" underneath the Payment Plan:

Step 2 - Choose Fee Type

Next, choose the type of fee you want this subsidy to be:

  1. Present Charge Items - Each invoice generated will have the same charge items and associated amounts for each payment period.

  2. Daily Rate - Invoices are generated by multiplying the Daily Rate(s) by the number of Class days (or other calendar) in the billing timeframe (weekly, monthly, etc.).

Step 3 - Present Charge Items Type

If you choose the Present Charge Items type of subsidy payment, each invoice generated will have the same Charge Item and associated amounts for each payment period. You can change, customize, or remove the Payment Plan. Click here to learn more.

The next step is to enter your Subsidy Charge Item and the amount for this particular account:

Click Save and you're done! Be sure to do this with EACH individual Account that needs the subsidy.

Step 4 - Daily Rate Type

If you choose the Daily Rate type of Subsidy payment, Invoices are generated by multiplying the Daily Rate by the number of Class days (or other Calendar) in the billing timeframe (weekly, monthly, etc.). The next steps are:

Enter Subsidy Charge Item

Enter the Charge Item you set for Subsidies.

Enter the Amount

Enter the amount for each day the Program or Class runs.

Enter Additional Amounts + Override Calendars (OPTIONAL)

You can optionally add additional daily rates by clicking "Add daily rate input." For example, you can add a "Half-Day" daily rate and apply that to only certain days by adding a calendar.

NOTE: The lowest rate on the list receives the highest priority, with the default rate being the lowest priority.

Click "+Override Calendar" to add Calendar dates. See this article for how to create a "Holiday" Calendar.

How the holiday calendar works: If you have a Holiday or particular day(s) that cost more than the usual days., you can add a date via the "+ Override Calendar" button. These are the dates the Daily Rate applies to. We use the Holiday Calendars so you can save a Calendar to reuse across multiple Enrollees.

If you don't want to charge for a day/date, make sure you do (don't do) the following:

  • Do NOT include the day/date as part of the Program/Class's schedule

  • Do NOT have a Daily Rate with a holiday calendar for that day/date

Confirm Daily Rate Calculation

Click "Submit" and then choose one of the following options for the Daily Rate calculation:

  • Future Billing Strategy - Precalculates the amounts for each upcoming Payment period with dates in the future. For example, if the subscription is weekly and will be charged on the 8th, the dates of service that payment is for would be the 9th through the 15th.

  • Arrears Billing Strategy - Precalculates the amounts for each upcoming Payment period with dates in the past, after the customer attends. For example, if the subscription is weekly and will be charged on the 8th, the dates of service that payment is for would be the 1st through the 7th.

Click "Yes" to confirm the Daily Rate Calculation.

NOTE: The calculation does NOT take attendance into account.

That's it! Just remember, you have to do this for EACH Customer Account that needs subsidy pricing.

Invoices Due Now or in the Past

Enrollsy isn't going to create invoices due today (or in the past) when you're using the Daily Rate inside a custom Payment Plan. However, you can still add a current Invoice for the Enrollee.

You can also click Edit on their Payment Plan and add a Daily Rate plan for future billing. If you aren't sure how to do this, see this support article.

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