Overview

Contract fee rules are used to create dynamic, data-driven contracts without having to individually set amounts for each student. For example, you could have a fee rule based on grades or school level to distinguish between upper and lower school tuition, or you could have a fee rule to assess a required fee to only your international students. Please note that contract fee rules are only available to schools on our PRO plan.


How-To: View & Use Contract Fee Rules

To view your existing Contract Fee Rules, navigate to Settings -> Financial -> Contract Fee Rules in your SchoolAdmin site. Admins must have financial permissions enabled in order to view this page. As an admin, you can view contract fee rules for the current or past terms, sort the page on different columns, and view the edit history of any of the rules. If you would like to add, remove, activate, or deactivate any fee rules, please contact SchoolAdmin Support.

All line item fees (Tuition, Discounts, Deposits, Required Fees, Optional Fees, and Payment Plans) can be applied on a case-by-case based on business rules that trigger whether that line item applies to a given student's contract. Business rules can also trigger which payment plan options are available to different types of students.

Business rules are flexible but the most common examples comprise of basic IS, IS NOT, AND, OR statements driven off data fields set on the student's record.

Examples:

  • school_level IS Lower¬†

  • day_or_boarding IS Boarding

  • international_student IS true (yes) AND school_level IS Upper

  • faculty_student IS NOT true (yes or blank)

  • financial_aid_awarded IS false (no)

  • grade IS 9th OR grade IS 10th

If all of the conditions specified in the rule are met for a specific student, then that fee will be applied on their contract.

A note about year-over-year behavior: 

If the fee depends on a field set on the contact record, this data may need to be updated each year. If not, it is possible for fees to appear that should not or for fees to not appear when they should. Many standard fields are term-based so they hold unique values per term and automatically clear upon rollover. These include fields like grade, school level, enrollment type (new or returning), financial aid amount, and scholarship amount. However, other common fields - like day/boarding, international, or faculty member - are non-term-based fields that need to be manually cleared and updated for the new term.


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