The Goal: Understand what a Fee Item Type is and how it determines where a Fee Item can be used throughout your database, so you can choose the correct type when creating a new Fee Item.
Before You Begin:
- You need billing/finance permissions to create and manage Fee Items.
- Decide where the Fee Item needs to be available (memberships, events, the store, single invoices, etc.) before selecting its type, because the Fee Item Type cannot be freely changed after the item is in use.
Step-by-Step Instructions
- When creating a new Fee Item, you will need to choose a Fee Item Type. The Fee Item Type drives where the software can use the Fee Item.
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To understand where the various Fee Item Types can be used throughout the database, refer to the following table.
Fee Item Type Where the fee item can be used Possible uses Sponsorship Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership Add-ons, Membership One Time Fees, Billing Sales/Invoice Manual Single Invoice Add-on Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership Add-ons, Membership One Time Fees, Billing Sales/Invoice Membership Application (version 2) Digital Product Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Store Store Educational Registration Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Events, Sponsors Events Event Sponsorship Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Events, Sponsors Events Event No-show Fee Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Event Settings No-Show Fee Event Settings No-Show Fee Event Registration Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Events, Sponsors Events Fund Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice Fundraising Contacts (Individuals), Contacts (Business), Fundraising Donations, Contributions, Single Invoice List/Committee Memberships Unpaid Tab Membership Initiation Setup Charge Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice Late Fee Voluntary Fee, Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership Membership dues Voluntary Fee, Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership Add-ons, Membership One Time Fees, Billing Sales/Invoice, Events, Web Content, Store, Sponsors Varied Miscellaneous Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership Add-ons, Membership One Time Fees, Billing Sales/Invoice, Web Content Single Invoice, Web Content, Add-ons Non-Dues Voluntary Fee, Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice PAC Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice, Store Store Physical Product Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership Add-ons, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice Processing Fee Fundraising Fundraising Fees Professional Service Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice Program Contacts (Individuals), Contacts (Business), Membership Recurring Fee (if marked as recurring), Membership Recurring Once Per Term, Membership One Time Fees, Billing Sales/Invoice Membership, Single Invoice Surcharge — — Unit — — - Select the Fee Item Type that matches where you intend to use the item, then complete the rest of the Fee Item setup. For step-by-step setup, see Setup Standard Fee Items.
Common Pitfalls
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Forgetting to select the membership on a single invoice: When creating a single invoice that is tied to a membership type fee item, you will need to select the membership.
- Choosing the wrong type: The Fee Item Type controls where the item is available across the database, so picking the wrong type can prevent the Fee Item from appearing where you need it. Confirm the intended use against the table above before saving.