Create Event Charnges

Event charges are the associated fees, payments, or credits for attending camp and taking courses. The page can be used to manually create event charges for a unit. This includes payments, refunds, fees, and credits.

Quicklinks
Navigation | Definition | Creating Payments | Unapplied Payments | Credits and Refunds | Manual Fees | Mass Additions
Watch The Video
  • Unit Users can access event charges from the Calculate Balance and Make a Payment Link on the dashboard.
  • Camp Users can access event charges from the Event Charges Menu.
  • Parents can access event charges from the Parents menu
Back To Top
Event Charge Definition
Event Charges Attributes Description
EventChargeID Event Charge ID for the record.
EventPricingID Event Pricing ID for the record.
EventChargesName Event Charge Name
EventChargesDesc Event Charge Description
OrganizationID Organization of the Event Charge
CampID Camp of the Event Charge
EventID Event of the Event Charge
EventYear Event year of the Event
DepartmentID Department of the Event Charge
CourseID Course of the Event Charge
RegionID Region of the Event Charge
UnitID Unit of the Event Charge
PersonID Person of the Event Charge
PricingType Pricing Type of the Transaction.
ItemID Future Use
Price Pricing
Quantity Quantity
DiscountPercentage Discount Percentage on Transaction.
DiscountAmount Discount Amount on Transaction.
TaxPercentage Tax Percentage on Transaction.
TaxAmount Tax Amount on Transaction.
SurchargeAmount Surcharge Amount on Transaction if Online Processing Fees are charged.
TotalAmount Total Amount of the Transaction.
EventChargeType Type of Event Charge
OrderNumber Order Number of the Payment
PaymentMethod Payment Method
CreditCardAuthorizationNumber Future Use
CheckNumber Future Use
ElectronicPaymentAuthorizationNumber Future Use
Status Status of Transaction - Initiated, Pending, or Posted
ActiveFlag Active Flag of the Record
TransactionDate Transaction Date
AssociatedEventChargeID If the record is a surcharge, this is the ID of the associated transaction.
CreationDate Date the transaction was created.
CreatedBy User who created the transaction.
LastUpdateDate Date the transaction was last updated.
LastUpdatedBy User who last updated the transaction.

Back To Top
Creating a Payment
  • Creating a payment order can be performed by the camp staff in this screen. Payment orders can be counter, cash or check, or online.
  • Counter Payments are used when a person arrives at camp or at the service center. The payment is made directly to the camp, and it is set to posted when created.
  • Cash or Check payments are used when the camp staff is creating the payment on behalf of the unit but must wait until payment is received. The payment is set to pending when created.
  • Online payments use one of the merchant accounts to process the payment. The payment is still starting in this form. However, the camp staff will be directed to the merchants website very similar to how a unit would be directed. For more informaiton on processing online payments with merchants, please see the instructions in the Unit User - Processing Payments section.
  • Navigation: Camp User Menu - Event Charges - Create Event Charge
  • Select the parameters with the desired unit for making a payment. The application will display the current balance for each person registered.
  • Enter the payment amounts on each person.
  • Select a Transaction Type of Payment.
  • Select the desired Payment Method. Click Submit.
  • In this example, a counter payment has been used, so it is automatically posted.

Back To Top
Unapplied Payments
  • Unapplied payments work exactly like applied payments except the payment is not specific to a person attending camp.
  • Choose a payment method and enter an amount.
  • Click the Process Payment Button.
  • An unapplied payment order is created. From this point, the exact steps described above for applied payments can be used. current activity.

Back To Top
Creating a Credit or Refund
  • Creating a credit or refund can be accomplished by creating an event charge.
  • Credits are normally issued when credit is given to an individual for an event. This should be entered as a positive number to issue a credit.
  • Refunds are normally issued when money is being returned to the end customer. This should be entered as a positive number, but will be reflected as a negative adjustment.
  • Navigation: Camp User Menu - Event Charges - Create Event Charge
  • Select the parameters with the desired unit for making a credit or refund. The application will display the current balance for each person registered.
  • Enter the credit or refund amounts. All values should be a positive number unless a credit or refund is being reversed.
  • Select a Transaction Type of Credit or Refund. Click Submit
  • Once submit is clicked, the page is refreshed with the updated balance.

Back To Top
Creating a Manual or Late Fee
  • The only difference between a manual fee and a late fee is the transaction is marked with a unique type. Manual fees are typically entered as last minute fees for camp. A late fee is typically charged when payment isn't received on time.
  • Navigation: Camp User Menu - Event Charges - Create Event Charge
  • Select the parameters with the desired unit for creating a manual fee or late fee. The application will display the current balance for each person registered.
  • Enter the fee amounts.
  • Select a Transaction Type of Manual Fee or Late Fee. Click Submit
  • Once submit is clicked, the page is refreshed with the updated balance.

Back To Top
Mass Additions

The event charge mass addition template allows a comma delimited file to be uploaded. Similar to the webpage, payments, credits, manual fees, late fees, and refunds can be uploaded.

  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section.
  • Only INSERT is allowed for event charges.
  • Navigation: Camp User Menu - Other - Mass Additions
  • Choose an Import Type of Event Charges
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors are resolved, navigate to the CSV and upload it again.
  • Select Load in the drop down list to load the file.

Example Import Files and Transaction History Reports

Late Fee Import | Late Fee Transaction History | Payment Import | Payment Transaction History

Back To Top
Related Topics
Calculate Event Charges | Finalize Order