Step 14 of 24HTT Schools
Setting up fees
Fee structures, fee items and optional items.
- For
- For School administrators
- Video
- 4 min video
- Article
- 2 min read
- Updated
- Updated
What a term costs, item by item. You will set up a fee structure — the list of what a term costs — which every invoice is then made from.
Step by step
1Fee structures
Open Finance from the menu, then the Fee structures tab. Each structure is one bill: a term’s fees for a class, or a one-off like an excursion.
2New structure
Press New structure, and give it a name families will recognise on their bill.
3How often, which class
Say how often it is charged, which class it is for — or every class — and the term it belongs to. Invoices generated from it carry that term.
4Create
Press Create structure.
5Add the items
Open its items and add what it is made of. The club fee is compulsory: every family on this bill pays it.
6An optional item
A club T-shirt is optional — untick Compulsory, and only families who want it are billed for it.
7The totals
At the top, Compulsory is what every family on this bill pays, and With every option is the most anyone can be charged.
8In use or off
In use means invoices will be generated from it. Press it to switch a structure off for now — off structures are ignored until you turn them back on.
9Delete
A structure you no longer need can be deleted with the bin. Invoices already raised from it are not affected.
Questions people ask
Who is the “Setting up fees” training for?
School administrators. It is one step of the HTT Schools course, which is laid out in the order we recommend learning it.
Do I need to sign in to HTT Schools for this?
Sign in to HTT Schools as an administrator of your school to follow these steps.
Can I do this on a phone?
Yes. The steps are the same on a phone, and the video shows every step on a computer and then again on a phone.
How long does this training take?
The video is about 4 minutes long. Reading the article takes less.