Financial tools management
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      1. Interpodia Knowledge Base
      2. Administrators (NSO, PSO, Club, Event)
      3. Financial tools management

      How to Setup and Use Organizer Administration Fees?

      You can use admin fees to manage various scenarios where you need to charge a fee to a specific individual.

      1. Setting Up Administration Fees: create, edit, deactivate
      2. Charging a Fee to a User's Cart

      Setting Up Administration Fees

       

      1. Access your Financial Account dashboard:

        • Navigate to your Financials and Accounting menu.
        • From the drop-down menu at the top of the page, select the financial account under which you’d like to charge fees.

      2. Add an Administration Fee:

        • Access the Admin Fees tab.
        • Click on Add Administration Fee.

      3. Enter Fee Details in the Pop-Up Form:

        • Fee Name: Enter the name of the fee.
        • Description: Provide a brief description of the fee.
        • Amount: Specify the amount to be charged.
        • Tax Country: If applicable, select the country for tax purposes and enter the associated tax rate.
        • Processing Fee & Tax Structure: Define the processing fee and tax structure.
         
      4. Save the Fee:
      • Once all details are entered, save the fee. It will now be available in your list of fees.

       

      (Optional) Assign Revenue to a Specific GL Account

      If you need to post revenue for the fee to a specific General Ledger (GL) account, pause here and refer to the article: Assigning Revenue Accounts to Products or Services

       

       

      Charging a Fee to a User's Cart

      1. Search for the User:

        • Go to the USER ACCOUNT PROFILES (PEOPLE) menu.
        • Search for the person by name or email who needs to be charged the fee.
        • Open their Profile Details.

      2. Assign the Administration Fee:

        • Scroll down to the Fees section.
        • Click Assign Administration Fee.
        • Choose the fee to be charged from the dropdown menu.
        • Click Assign Fee.
      3. Fee Assignment:
      • The fee is now assigned to the user’s cart under their profile.
      • The user cannot complete any new transaction without paying this fee to your financial account.

      User Payment Process

      Notify the User:

      • Instruct the user to log in to their account and visit their cart by clicking the cart icon in the site navigation bar.
      • The fee will appear in their cart and cannot be removed by the user.
      • The user can simply pay for the fee as usual by credit card. 

      Additional Admin Actions

      1. View Order Details:

        • Once the fee is paid, view the order by clicking View in the Profile Details where the fee was assigned.

      2. Remove Fee (If Needed):

        • As long as the fee is unpaid, if the fee no longer needs to be charged, go back to the user's profile and click Delete to remove the fee requirement.