Fee (Agenda Item): Details

Access via: (Event) > Plan > Event Setup > Agenda >  Agenda Fees" href="https://community.certain.com/pagehelp/event/agendafees.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 8pt; color: rgb(22, 7, 255); text-decoration: underline; font-weight: bold;"Fees & Discounts > Add or Edit

Jump to:

||  Label & Description   ||  Fee Structure  ||
||  Fields: Fixed Fee/Discount  ||
||  Fields: Percentage Fee/Discount, Tax, Shipping & Handling  ||
||  Advanced  ||

This panel opens in  Fees" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup > Agenda > Fees & Discounts when you click Add New to add a fee or discount, or  to edit an existing one. (Fees and discounts may often both be referred to generically as "fees".)

 Videos:    Adding Fees,    Adding Discounts

Details

• Name (required) – Enter a unique name for the fee. This name is displayed on confirmations and reports.

• Type (required) – Select a type: either the standard Fee, or a custom one added under  Fees Custom Fee & Discount Types" href="https://community.certain.com/pagehelp/event/agendafees.htm#types" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Custom Fee & Discount Types.

• Unique Code (required) – An abbreviation of the fee name.

• Sort Order – A number that sets the position of the fee in a list. (For example, a fee with sort order 1 shows before a fee with sort order 2.)

• Label & Description

• Registration Form Label – Enter the text (up to 1000 characters) to be displayed for this fee on a registration form  Forms (form) Agenda" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Agenda section.
  If left blank when adding a new item, this defaults to the Name of the fee.

• Description – Enter additional text (up to 8000 characters) to be included with the fee, and select a display option.
  Select one of the display options:

• Do not show online

• Link to new window (Description shows inside a pop-up window linked to the agenda item)

• Display above Label

• Display below Label

Note: To include a picture in the Description , upload the image on the  Display" help topic in a new browser window." target="_blank" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Settings > Display > Advanced page and then add an HTML image tag in the Description body.

Tip: All characters count towards the maximum lengths of 1000 and 8000. That includes any HTML code you add to customize your text, or to include an image, for example.

• Tags – If any  Management Tags" href="https://community.certain.com/pagehelp/admin_manage/tags.htm" data-rhwidget="HyperlinkPopover" data-loaded="true" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags have been set up for the account by your Administrator, you can select one or more here.

  Technical Note: All tags are exposed via Certain's API 2.0. The APIs associated with the objects will return the associated tags if you include an includeList=tags attribute.

Fee Structure

• Fee Type – Select one of the four options. (Your choice determines the fields displayed.)

• Fixed Fee/Discount

• Percentage Fee/Discount

• Tax

• Shipping & Handling

• Fields displayed if you select
  Fixed Fee/Discount

• Tax Rules – Select one of the three options:
  • Non-Taxable – No tax charged. Nothing more to enter.
  • Exclusive Tax – Set up a percentage fee with a Fee Type of "Tax" on Event Setup > Agenda > Fees to represent the tax.
  • Inclusive Tax – Select the tax included in the price. The list to choose from is of the taxes set up:
    • at the account level on  Tax Code Settings" href="https://community.certain.com/pagehelp/admin_reg/financial.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Account Settings > Financial > Tax Code Settings,
    • and at the event level on Event Setup > Payments > Tax Code Settings.

• Discount Rules – Select one of the two options:

• Apply % Discounts: (Default selection.) The fee will be discounted if a percentage fee with a negative amount is applied.

• Exclude From % Discounts: Percentage Discounts will not be applied to the fee.

+ For each "Fee Schedule" for this fee:

• Add another Fee Schedule – You may have up to five date-based fees for a fee item. Each would have a different Expiration Date/Time. For example, there might be a discount that decreases as the event date approaches
  Click the link to display the following fields to enter.

• Expiration Date and Time (PST) – (Required) The associated fee no longer applies after this deadline.
  Select or enter a date and time. Time is U.S. Pacific Time in 24-hour HH:MM format.
  (Caution: If the discount was created in the Promo Code Wizard, do not modify its Expiration Date and Time date here.)

• Fee Code (Unique) – An abbreviation of the fee for summary reports. Must be unique in the event.

• Label for Reg form – (Optional) The label to be displayed online for this item in a registration form's Agenda section. (Note: You can include HTML tags, although there is no HTML editor.)

• Amount – (Required) The amount charged to the registrant if the fee is added to their registration by the associated deadline.

• General Ledger Account – (Optional) The G/L account number used to track the fee.
  - Displayed only if Event and Budget Planning is activated in Plan > Configure > Options.
  - Maximum length: 25 characters.

• Create a Cancellation Fee for this item –
  If selected, enter up to five date-based cancellation fees.
  If a registrant cancels, they are charged the cancellation fee in effect on that date.

• Add another Fee Schedule – Click the link to display the following fields to enter.
  (See descriptions of the same fields for the fees themselves, above.)

• Expiration Date and Time (PST) – (Required)

• Fee Code (Unique) – (Required)

• Label for Reg form – (Optional)

• Amount – (Required) Note: Cancellation fees must always be positive amounts. They are amounts to be charged to an attendee when they cancel, so they increase the amount due from that attendee.

• General Ledger Account – (Optional)

• Fields displayed if you select
  Percentage Fee/Discount,
  Tax, or
  Shipping & Handling

• Discount Rules – The default selection is Apply Discounts (i.e. the fee will be discounted if a percentage fee with a negative amount is applied), but you can select Exclude From Discounts instead, to prevent discounts from being applied to the fee.

• Fee Code (Unique) – (Required) An abbreviation of the fee for summary reports. Must be unique in the event.

• Percent (%) – (Required) For Percentage fee/Discount or Tax: the percentage used to calculate the fee.
  • Enter a negative percentage for a discount, or a positive percentage for a fee to be added.
  • The discount or fee will be this percentage of the total charges for the registration.
  • Up to three decimal places can be entered.

• Amount – (Required) For Shipping Handling: the amount to be charged.

• General Ledger Account – (Optional) The G/L account number used to track the fee.
  - Displayed only if Event and Budget Planning is activated in Plan > Configure > Options.
  - Maximum length: 25 characters.

Planner Notes

Free text internal notes for planners.

Maximum length: 2000 characters.

Advanced

Advanced button (on toolbar at lower left) –
Caution: Legacy feature!
Add a custom question to display the item using a question section or logic rule in registration forms.
See Agenda Items: Advanced (Custom Questions).