How to create a monthly charge
A charge is a fee you bill to players, such as the monthly training fee. Widdo then creates the payments for each family.
- Select Charges in the left menu, under Finance.
- Select Create Charge. On an empty list, select Create your first charge.
- Step 1, "What are you charging for?": choose Training fee.
- Step 2, "Set it up": enter the Name and Amount. Choose how it is paid: Monthly, Quarterly, Semiannual or Per session attended. Set the Due day, from 1 to 31, and how long the charge runs.
- Step 3, "Who does it apply to?": choose Everyone, By sport, By category or Specific players.
- Choose when payments are generated: now, on a date, or only when you trigger it. Then select Create charge.
Tips
- Use "Months that are NOT charged" for holidays.
- In Fine tuning you can set a late fee, add discounts, write a description families see, and show the charge on your public enrollment link.
- If you choose "Only when I trigger it", use Generate payments later.