The Goal: Define the Fee Items that represent the “products” you sell — memberships, event registrations, sponsorships, and more — so they are ready to use throughout billing.
Before You Begin:
- You need billing/finance permissions to create and manage Fee Items.
- During initial setup, add the high-level categories of items you offer. You can add more Fee Items at any time as your business requires.
Microlearning Overview
Step-by-Step Instructions
Fee Items allow you to define the “products” for the memberships, event registrations, sponsorships, etc. that you provide. Upon initial setup of the system, you will add high-level categories of the items that you offer. Additional Fee Items may be added as your business requires.
- Go to Finance, Billing section, click Settings and select Fee Items.
- Decide which type of Fee Item you are creating and follow the matching guide:
- To review a list of all Fee Items with their associated configuration, use the Download option.
Common Pitfalls
- Choosing the wrong Fee Item type: Standard and Voluntary Fee Items behave differently in billing. Confirm which type you need before creating the item, so it applies correctly to memberships, events, and sponsorships.