Fee types sort your products into categories. Every product needs one, and they decide how charges are grouped and ordered on member invoices and in your reports.
How fee types work
Some fee types make things happen. Membership Fee, Guest Fee, and House Guest Fee trigger specific behavior (like marking an account Paid), so use them only for those products. Learn more in Start Here: Fee Types - Use and Importance.
You can add your own to group products for reporting, like "Swim Team" or "Social Events."
Each product gets one fee type, and fee types can't be nested under each other.
Member Splash adds these automatically if they're missing: Equity Fee, 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, so you won't see them in the list.
Add a fee type
Go to Finances > Products > Fee Types.
Enter a clear Name.
Optional: add a Description. It shows on member invoices under the fee type name, above the products. Leave it blank to show nothing.
Click Add New Fee Type.
Edit a fee type
Go to Finances > Products > Fee Types.
Hover over the fee type and click Edit.
Change the name or description. To remove the description from invoices, delete the text.
Click Update.
Change the order on member invoices
Go to Finances > Products > Fee Types.
Drag and drop the fee types into the order you want.
💡 Not sure what order to use? Many clubs put Initiation and Membership fees first, then Guest Fees, Late Fees, and everything else. More in Reordering Fee Types and Products.