Setting up Enrolment Fees

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If you charge a once off enrolment fee or charge annually, you can set this up in Udio under Additional Fees in Settings.

From the 'Settings' section

• Under Financial Settings - Billing - Additional Fees
• Add New Rule
• Add the Rule name, such as enrolment fee
• The Mode, there are once off enrolments and annual subscriptions
• Select the person
• Add the Charge, net value and tax information
• Status is active
• Select your facilities or leave blank if it applies to all
• Select your packages that the enrolment applies to, or leave blank if it applies to all
• Click 'Save'

Repeat if you have other auto fees that you charge such as returning customers.

Please see the related articles below for the Reports the record the enrolment information