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.
- 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 Set up 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.
Tip: When creating the invoice for 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.