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

Example A: One fee for all applicants

Add an application fee to an application upon submission.

1. Select Database from the main navigation.

2. Select Rules under Automations.

3. Click New Rule.

4. 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

5. Click Save. You are redirected to the Edit Rule page.

   

6. 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.

7. 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

1. Select Database from the main navigation.

2. Select Rules under Automations.

3. Click New Rule.

4. 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

5. Click Save. You are redirected to the Edit Rule page.

   

6. 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.'

7. Click Save.