The Goal: Deactivate a fee item you no longer use so it stops appearing as an option, while preserving its history for accurate reporting.
Before You Begin:
- You need staff access to billing settings to edit fee items.
- Deactivate — do not delete — fee items. Deleting a fee item negatively impacts your reporting; deactivating preserves its history while removing it from active use.
- Review any associations tied to the fee item (membership types, and — if you use the Realtor edition — NAR Ecommerce Splits or Financial records) so you can update them as needed.
Step-by-Step Instructions
- Go to Finance, Administrative section, click Billing Settings and select Fee Items. The page opens as Saleable Items.
- Click the link for the fee item that you wish to deactivate.
On the Edit Fee Item screen, click Deactivate Fee Item. This stages the change only — the fee item stays active until you save.
NOTE: Be certain to review any associations that exist for this fee item. You will be able to see if the fee item is tied to any of your membership types and, if you are using the Realtor edition of the software, whether the fee item is tied to your NAR Ecommerce Splits or Financial record. You will need to make the changes to these as necessary.
- Click Done to save. Closing the screen with Cancel discards the deactivation.
Common Pitfalls
- Deleting instead of deactivating: Deleting a fee item removes it from historical records and skews your reporting. Always use Deactivate Fee Item instead of deleting.
- Skipping linked associations: A deactivated fee item may still be tied to membership types or (Realtor edition) NAR Ecommerce Splits and Financial records. Review and update those associations before relying on the deactivation.