Over the years, we have seen a trend in our customers asking about Annual Fees in August. Post Annual Fees can be used to post any type of annual fee – registration, membership, insurance, etc. This fee is based on the registration month for the family/student.

To see what your options are, go to Transactions > Post Annual Fees.

Search Criteria Section:

1. Select a Location.
   1. This will look at the family location, not the class location.
2. Select whether the fee should be posted per family or per student.
   1. If the fee is posted per family, choose a registration month (or select all for all months). A family’s registration month is listed on the Family Summary tab.
   2. If the fee is posted per student, select a start month (or select all for all months). A student’s start month is listed on the Student Summary tab.
3. Select the enroll date – this will be the date the student was enrolled in class.
4. Select whether the student is active or inactive, the session, Category 1-3 and membership type.

Transaction Details to Post Section:
Jackrabbit will check for duplicates by reviewing this info.

1. Enter the Transaction Date.
2. Enter a Transaction Type.
3. Enter a Transaction Sub-Type, if applicable.
4. If the fee is posted per family, enter the family fee.
5. If the fee is posted per student, enter the fees for Student 1, Student 2, Student 3.   (Students 4 – up are charged the same as Student #3.)
6. Enter Transaction Notes, if applicable.
7. Enter a Category 1 (so that the fee will be organized and reportable).
8. Enter a Session.

Early Registration discount – Where should this go?
With Post Annual Fees, you can use the enroll dates to pull in those that were early to post a credit to their account. Remember to enter a negative -$XX amount in the fee field.

To post discounts to only those that enrolled during a certain time period:
Same thing as above: Under Post Annual Fees, you can use the enroll dates to pull in those that were early to post a credit to their account. Remember to enter a negative -$XX amount in the fee field.

Favorites! Please remember to save your search criteria as a Favorite so you can come back to this page and post fees faster and with accuracy next time!

Questions? Share them in our comments section below!