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Start Here: Fee Types - Use and Importance

Fee types categorize your products, trigger key system behaviors like Paid status, and drive financial reporting.

Every product needs a fee type. Fee types sort your products for reports, and a few of them make important things happen automatically, like marking an account Paid. Getting them right up front saves a lot of headaches.


Set a product's fee type

  1. Go to Finances > Products and open the product.

  2. Pick one option in the Fee Type box.

  3. Click Update.

If a product isn't billing correctly, check this first. A missing fee type is the most common cause.


Know the fee types that do something special

You can rename these (like "Annual Dues" instead of Membership Fee) and they keep working, because Member Splash goes by the slug behind the scenes.

Membership Fee

The only fee type that switches an account from Unpaid to Paid. An account can buy one product with this fee type.

⚠️ Don't make your own "Annual Dues" fee type. A new fee type won't mark accounts Paid, even with the same name. Rename Membership Fee instead.

House Guest Fee

Adds the person named at checkout to the account and removes them when the pass ends. Use it for nanny, au pair, and grandparent passes. Several products can share it. See House Guest Product.

Guest Fee

Adds guest credits to the account when bought. See How to Build a Guest Pass / Credit Product.


See the default fee types

Every site comes with: Equity Fee (bonds, capital improvements), Initiation Fee, Membership Fee, Guest Fee, House Guest Fee, Late Payment Fee, Online Processing Fee, Discount, Balance Due, and Credit. Reservation Fee and Sales Tax are used behind the scenes and don't appear in your list. You can add your own too, like Parking Fee or Event Fee. See Create or Edit Fee Types.


Use fee types in your reports

Fee types group your revenue, so you can filter Finances > Sales Summary and Finances > Sales Details by fee type. For example, putting all discounts under Discount shows how much your promotions and early bird deals cost you.

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