Fee & CREDIT Module

Automated calculation of fee & discounts with tracking of dues, credits and receivables (AR)

Used For

  • App & Registration Fees
  • Early-Bird & Late Fees
  • Discounts
  • Manual Fee Overrides
  • Fee Adjustments & Credits 
  • Any Custom Fee Rules

DUE Record

Tracks fees & credits by fee type and date
  • Represents a fee or credit item of an invoice
  • Automatically or manually created
  • Can auto expire with app timeout or stay as accounts receivable (AR)

Fee Engine

Automatically computes fee type and due amounts based on configurable fee rules
  • Date-based rules
  • Route-based rules
  • Status-based rules
  • Membership-based rules
  • Discount codes
  • Voucher verification

Credits

Negative due records used for processing refunds & overpayments

Credits can be set for all or specific transaction types

ReportS

  • Revenue Summary
  • Revenue Details
  • AR Details
  • AR Aging

Delete From Here

Any page within the application can show content that can vary based on data entered in previous page(s) 

Fee Calculations

The application module includes a powerful rule-engine to handle any type of fee and discount policies
  • Route-based fee
  • Early-bird discount
  • ​Late fee
  • Member/non-member fee
  • Requested CEU-based fee

Review & Audit

Submitted apps can be assigned, reviewed, followed-up, audited, and approved or denied 
  • Entire app shown on one page
  • Auto-reviewer assignment Add/re-assign reviewers
  • Mark checklist & add comments
  • Follow-up automation
  • Rule-based auto-approval
  • Frequency & data-based audit

Status & Date Tracking

The application module can automatically compute status and set dates based on information received and time elapsed 

Dashboard

Open/pending applications are summarized on the admin dashboard by their type and current status

Staff can also locate an application by applicant, app id and app queues 

Notifications

Automatic e-notifications and reminders can be configured based on date and status changes   

Fulfillment

Approved applications can be auto-fulfilled based on rules and policies

Reports

Application and payment data can be queried, grouped, and exported