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How to Set Management Fee Default

Updated over a week ago

The Management Fee is the cost charged on each invoice or order. The percentage rate is calculated on the net order or invoice amount after discounts, and the fixed dollar rate is calculated based on the number of payment plan installments you offer your member. Learn more HERE.

Admins with "Full Access" or "Limited Access - Financials" permissions can set a default Management Fee method.

Setting a default will automatically select your organization's preference on whether your organization pays the fees or recovers the fees from your customers. The default method will apply to all new Registrations, Invoices, and Memberships.

To set the Management Fee Default

  1. Log in and navigate to "SportsEngine HQ."

  2. Click Settings > Financial Settings.

  3. Click the gray Pencil Icon next to Settings.

  4. On the Edit Financial Settings window, select whether or not to Recover fees from your customers.

    • When selected, the Management Fee is added as an additional line item to orders and invoices so you can recover the fee your organization would owe.

    • When not selected, the Management Fee is deducted from orders and invoices.

  5. Click Save.

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