Some organizations charge a fee to cover operating costs related to services. For example, an organization may charge an environmental fee to cover expenses incurred towards the safe disposal of service waste. You may collect such fee also to cover the cost of recycling goods or products at your center. In this way, you involve your customers such that they accept responsibility for the entire life cycle of the product (or service) they are purchasing, including final disposal.
Administrators can set up such fee from the center level. The fee may be charged either on the full invoice value or based on specific item types such as Services,Products, Memberships, Day Packages, Series Packages, Gift Cards/Prepaid cards. Employees with the appropriate permissions can add, edit, delete, and waive such fee.
Before You Begin
- To be able to add, edit, delete, and waive Other Fee, the center administrator must have the Fee Objects (Add, Edit, Delete, Waive) permissions (Admin > Organizations > Security Roles > Role Name such as Administrator > Permissions tab > Administrator section > Fee Objects). By default, these permissions are turned OFF.
- Administrators with the Add permission can view the Other Fee set up page and add a fee. Administrators with the Edit and Delete permission can edit or delete the fee configured.
- Users (front-desk staff or managers) who have the Waive permission can waive the Other fee while processing payments from the guest in the Take Payment/ POS screen.
- At any point, a center can have only one type of ‘Other Fee’ configured.
- You can view details of other fee only in the Other Fee Collections report - the other collection-related reports do not capture details of Other Fee. This is a point to consider when you reconcile your collections.
To set up Other Fee
Note: Refer to the screenshot at the end of the section.
- Ensure you are at the Center level.
- Navigate to Admin > Set Up > Other Fee.
- Click Add.
The Other Fee Setup window opens.
- Enter the Name for the fee you want to charge.
Example: Environmental Fee
- Enter a Code for the fee.
The code helps you uniquely identify the fee.
- Enter a Description for the fee.
Example: We charge environmental fee to cover the cost of the safe disposal of service waste.
- Select the checkbox, Can be Waived, if this fee can be waived.
Note: If this checkbox is selected but the front desk does not have the Waive permission, then such a user cannot waive the fee while processing the payment. Similarly, if the front desk has the Waive permission but this checkbox (Can be Waived) is not selected for the Other Fee, then such a fee cannot be waived (even though the user has the Waive permission).
- Select the checkbox, Print on receipt as a line item, if you want this fee to be printed on receipts.
- Select the checkbox, Active, if you want this fee to show up during billing and payments (in the Take Payment screen).
Note: If a fee is inactive (that is, the Active checkbox is not selected), then the fee will not show up when the front desk processes payments.
- Choose whether you want to apply the fee to the Full invoice value or Only selected item types such as Services, Products, Memberships, Day Packages, Series Packages, and Gift Cards or Prepaid Cards.
Example: If you select Only selected item types and then specify, Services and Products it means that the fee will be applied to the sale of only Services and Products. If there is a sale of say, a Day Package, then the fee will not be applied to such an invoice. This is because, in this example, this fee only applies to Services and Products (and not to the other items).
- Use the options Pre Discount or Post Discount to specify whether you want to apply the fee before or after discounts are applied on the invoice.
Note: The Pre Discount and Post Discount values apply only if you choose to define fee rates based on the Percentage value option or while configuring the fee based on Revenue Slabs based on percentages. See the next step (Step 12) for details.
- Specify whether you would like to charge a Flat rate, Percentage value, or charge based on Slabs.
a) Flat rate: Irrespective of the list price of the items for which the fee is applicable, you may charge $2 as fee.
b) Percentage value: Say you charge 2% of the list price of the items. If the list price of the items is $400, the fee will be $4.
c) Slabs: Define revenue slabs (as absolute value or in percentage) and specify the fee you’d like to levy. For example, for list price between $10 - $200, charge a fee of $2, for a list price between $201 - $500, charge a fee of $4.
The guest is charged the fee based on the cumulative slabs. To continue with the same example, if the list price is $150, the fee charged will be $2 (as per the slab 10 to 200). But if the list price is $250, the fee charged will be $6 (2 +4) (as per the amount defined in the cumulative slabs - that is, the list price qualifies for both the slabs, 10-200 and 201 to 500).
13. Click Save.
Depending on the sum of the list price of items, the fee will appear automatically in the Take Payment/ POS screen. Users with the appropriate permissions can Waive such fee while processing payments.
Note: After you have set up a fee in such a manner for the first time, you will no longer see the Add button when you navigate back to this page (Admin > Setup > Other Fee). This is because, at any point in time, you can set up only one such ‘Other Fee’ for a center.