Waive, Remove, or Delete Fees

If a member doesn't need to pay a fee, you can waive, remove, or delete it.

Who is this for? #

Any director, administrator, or parent with financial permissions who needs to waive, remove, or delete a fee for a member.

Detailed steps #

Need to make a fee where it cannot be paid? You can waive, remove, or delete the fee.

Any of these actions will mean:

  • The member will no longer be able to make payments on the fee in their Presto view.
  • Staff members or parents with permissions to update finances will not be able to manually add a payment.

Details follow on the what each action does and where to find it.

Waive Fees #

  • Can waive even if payments have been made on the fee.
  • A waived fee will show on the financial statement.
  • Member will not be able to make payments on the fee.

Row More actions menu showing the waive option.

Choose "Waive Fee" from the More actions menu.

Waive fee dialog.

Enter a reason for waiving the fee.

Remove Fees #

  • Can remove even if payments have been made on the fee.
  • A removed fee will not appear on the financial statement unless payments have been made on the fee.
  • Member will not be able to make payments on the fee.

Row More actions menu showing the remove option.

Choose "Remove Fee" from the More actions menu.

Remove fee dialog.

Enter a reason for removing the fee.

Delete Fees #

  • Can only delete if no payments have been made on the fee.
  • A deleted fee will not appear on the financial statement.
  • Member will not be able to make payments on the fee.

Row More actions menu showing the delete option.

Choose "Delete Fee" from the More actions menu.

Delete fee dialog.

Enter a reason for deleting the fee.

Tips #

Tip

The Fees table has two default filters applied: only active members and fees that are not removed. Mix and match the filters to find the data you need.

Fees table showing the default filters.

Fees table default filters.

Find what you need

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