Fee Label for Application and Deposit Fee
Application and Deposit Fee label
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This article describes how Fee Label works, and how it can be used.
Note: Starting from version 3.9, the Application and Deposit Fee generation supports child fee based on the Fee Label selected in the Program Application, EDA Application, or the Fee Label (Override) in Program Enrollment.
A Program is offered in two study modes - physical classes, and online. Both modes have different fee amounts, due to their different logistical requirements.
When students apply to that Program, their Student Fees should reflect their choice of study mode, either the physical class or online class.
The admin will first create Fee objects for the Application Fees and Deposit Fees. These fees are to be charged upon a student's successful enrollment to a Program.
Under each of those Fee objects, the admin will create two child fees.
- One of the child fees will be labeled as 'Online', with its own amount (i.e. $2,000).
- The other child fee will have no label, which will be the default (physical classes) with its own amount as well.
The admin will link the Application and Deposit Fees to a Program Plan, and check the 'Auto Generate Application Student Fee' and 'Auto Generate Deposit Student Fee' checkboxes.
That Program Plan is linked to a Program Application (and/or the EDA Application object). When students apply for that Program, their choice will be reflected in the 'Fee Label' field.
For example, if a student chooses to take the Program via online classes, the 'Fee Label' field will be 'Online'.
Once the Program Application (or Application (EDA)) is approved, a Program Enrollment will be created.
The Student Fees for that student's Program Enrollment will use the 'Online' amount ($2,000). It refers to the child Fee with the 'Online' label, which was created earlier (see above).
Likewise, if the student chooses physical classes instead, the 'Fee Label' field for their Program Application (or Application (EDA)) will be blank, thus, their Student Fees will look up to the child Fee with no label instead.
Fee Label (Override)
The 'Fee Label (Override)' field in the Program Enrollment works on the same logic and outcome as the above.
It is used in the event that the Program Application or Application (EDA) records are skipped (not created), and the Program Enrollment is manually created instead.
For example, the admin manually creates a student's Program Enrollment record, and populate the 'Fee Label (Override)' field in that Program Enrollment as 'Online'.
The Student Fees that are generated will look up to the Application and Deposit Fee objects that have their child fees with the matching 'Online' Fee Label.
Setup Application Fee
There is a field on the Program Plan object for Application fees. This is a lookup to a fee record.
This fee can be used as part of the application process to get any fee that is payable on application to the Program. There is no automation in RIO to apply this fee, so it is up to the application process flow to set it.
A typical flow/setup is as follows:
- Creating a Draft Program Enrollment.
- Creating the Student Fee record under that draft Program Enrollment.
- Creating the Fee line for the application fee, using the linked fee in the Program Plan's 'Application Fee' field.
- Applying any logic in the application flow to direct the application to a "pay now" page.