How to Add a Custom Fee on a Family's Ledger

This help article will review how to add a custom fee on a family's record in Hubbe. 

1. Navigate to the family's "Ledger" record (Family Menu > Finance > Ledger)
2. Click on the blue "Add Adjustment" button on the top left of the Ledger page
3. From the dropdown list, choose '+ add Fee'
4. In the modal that opens, address the following fields
   1. Select "Enter Custom" 
   2. Student - The system will default to an active student in the family, but you can change the selection from the dropdown
   3. Custom Fee Description - Will be included on the billing statement, and visible on the ledger grid 
   4. Amount - Enter the amount to be charged to the family 
   5. Transaction Date - This will default to the current date, but can be edited to the date the  
      1. Note: This date will dictate which billing statement the fee appears in 
   6. Due Date - This date should reflect when the family must pay by (it cannot come before the transaction date)
   7. Notify household by email- This will not be selected by default, but can be selected if you would like to alert the family a credit amount added towards their current or future balance 
      1. Note: The email will include a link to their parent portal to view the credit adjustment (if provided) - example of email shown below
   8. Post fees on creation - This will be selected by default, but can be deselected. If left selected, then the fees will be posted directly to the family when the modal is saved, but if unselected then the fees will become drafted and will need to be manually posted on the Manage Billing tool.
   9. Schedule - This will prefill with the schedule for the chosen student in the family. If the child has more than one schedule, you can change the selection if needed. The schedule chosen will appear in the ledger attached to the fee. 
   10. Attachment - You can add an attachment to the payment (such as a copy of a check), which will be stored on the ledger for internal reference
5. Once all information has been added, click the blue "Save" button to create the fee. Depending on if you chose to post the fee upon creation, this will automatically update the family's Outstanding Balance and will be reflected in the parent portal.