- 22 Mar 2024
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Charge an Application Fee When an Application is Submitted
- Updated 22 Mar 2024
- 2 minute read
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You can charge and waive application fees with the Rules Editor. Included in this article are some example rules that apply or waive fees. You can adapt these examples to your own unique policies.
Examples in this article
Example A: A rule that charges all applicants with one fee
Example B: Program- or round-specific fees, accompanied by a catch-all default rule
What Trigger Should I Use?
When making a rule for the applications population, select if a rule should run only at the time of the application submission, or if it should run any time the application is updated. There are very few rules that should use the 'Upon Application Submission Only' trigger. An application fee rule is an example rule that should use this trigger. If a desired action should be able to occur at points after the application submission, then select the 'Upon Update (Deferred)' trigger.
Example A: One fee for all applicants
Add an application fee to an application upon submission.
Select Database from the main navigation.
Select Rules under Automations.
Click New Rule.
Configure the following settings:
Name: Application Fee
Base: Applications
Type: Activity
Trigger: Upon Application Submission Only
Folder: Keep rules organized by placing them in folders. Create a new folder by selecting Other and entering a name.
Exclusivity Group: None
Status: Preview
Click Save. You are redirected to the Edit Rule page.
Under Action, configure the following settings:
Code: Payment
Payment Type: Payment Due
Payment Amount (USD): Enter the amount due upon application submission.
Payment Account: Select the appropriate payment account. Typically the payment account is Application Fee.
Expires Type: If access to the payment page should be limited to a specific time frame, select Relative to Activity Date or Static Date, and enter a number or a date, respectively. If access does not expire, leave blank.
Click Save.
Example B: Program- or round-specific fees
Add an application fee for a specific application round or program upon submission.
Create the program- or round-specific fee rule
Select Database from the main navigation.
Select Rules under Automations.
Click New Rule.
Configure the following settings:
Name: [Program or Round] Application Fee
Base: Applications
Type: Activity
Trigger: Upon Application Submission Only
Folder: Keep rules organized by placing them in folders. Create a new folder by selecting Other and entering a name.
Exclusivity Group: Select Other, then enter "Application Fee"
Non-deterministic: Rule is deterministic and has an exclusive priority
Priority: 1
Click Save. You are redirected to the Edit Rule page.
Configure the following settings:
Filters:
Round Key: Searches for all applicants who have an application in the selected round(s).
Custom Program Field Filter: Determine the filters that best describe the population that should receive this application fee.
Code: Select Payment
Payment Type: Select Payment Due
Payment Amounts (USD): Determine the amount due upon application submission.
Payment Account: Select the appropriate payment account. Typically the payment account is labeled 'Application Fee.'
Click Save.
Create the default rule
Add a default application fee rule for all other submitted applications.
Select Database from the main navigation.
Select Rules under Automations.
Click New Rule.
Configure the following settings:
Name: [Program or Round] Application Fee Default
Base: Applications
Type: Activity
Trigger: Upon Application Submission Only
Folder: Application Fee
Exclusivity Group: Application Fee
Non-deterministic: Rule is deterministic and has an exclusive priority.
Priority: 2
Click Save. You are redirected to the Edit Rule page.
Configure the following settings:
Code: Select Payment
Payment Type: Select Payment Due
Payment Amounts (USD): Determine the amount due upon application submission.
Payment Account: Select the appropriate payment account. Typically the payment account is labeled 'Application Fee.'