While adding a subject, Reportcard request you to fill out a fee for the selected duration. These inputs auto-populate your fee list.

To separately add a new fee list item:

1. Click on the Invoices option in the left main menu.

2. Click on the Fees List tab

3. Click the button "Add Fees"


🎁 Packages: 

Bundle your subjects into attractive packages for your clientele. Packages can include multiple sessions and / or a validity durations. To create a package:

1. Click on Setup

2. Click on the Fees List tab

3. Click the button "Add Package"


Package examples:

  1. Anita runs a dance studio, she sells monthly packages for her dance form offerings. So if we had to join her for the Salsa - Beginner classes, we would need to pay her $300 upfront for the month; and we can then attend a maximum of 8 sessions of 60 minutes each in the month.

    To create such a package, Anita would use the following inputs:
    a. Package Name: Salsa Monthly
    b. Sessions: 8
    c. Validity: 1 month
    d. Amount: $300
    e. Subject: Salsa - Beginner
    f. Duration: 60 mins

  2. Charlie teaches Mathematics and specializes in Calculus. He has students paying him a fixed fee for the entire month irrespective of the number of sessions they take. So if we had to join him for the Calculus - Derivatives Application, we would need to pay her $500 upfront for the month; and we can then attend as many 60 minutes sessions as we'd like.

    To create such a package, Charlie would use the following inputs:
    a. Package Name: Derivatives Monthly
    b. Sessions: can be left blank
    c. Validity: 1 month
    d. Amount: $500
    e. Subject: Calculus - Derivatives Application
    f. Duration: 60 mins

  3. Fred runs a design school. He sells each 90 minute session for basic video editing for $100. However, if you were to purchase 8 sessions, you would get it at a special price of $700.

    To create such a package, Fred would use the following inputs:
    a. Package Name: Video Editing Starters
    b. Sessions: 8
    c. Validity: can be left blank
    d. Amount: $700
    e. Subject: Video - Basic Editing
    f. Duration: 90 mins

  4. Anna runs an after school center for Math and English. She encourages her clientele to opt for both Math and English by selling one combined package. She wants to bundle 12 sessions but restricts a maximum of 4 sessions of Mathematics.

    To create such a package, Anna would follow the below steps:

    i. Click on Invoices                                                                                                   ii. Click on the Fees List tab
    iii. Click the Add Package button
    iv. Also, click the Add a Subject button once

    and she would use the following inputs:

    a. Package Name: After School Superstar
    b. Sessions: 12
    c. Validity: can be left blank
    d. Amount: $1000
    e. Subject 1: Maths - Level 1
    f. Duration: 60 mins
    g. Max sessions: can be left blank
    h. Subject 1: English - Level 1
    i
    . Duration: 60 mins
    j. Max sessions: 4
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