IN THIS ARTICLE:
Learn about different Line Item Types used when creating charges, and how iClassPro uses them to detect potential duplicate charges and Anniversary Charges.
What is a Line Item Type?
A Line Item Type is used to classify the type of charge being run in iClassPro. This type acts as a reference point for other features of the software.
There are seven basic Line Item Types in iClassPro. Each of these Line Item Types creates a different kind of charge or discount (tracked behind the scenes) that is used for reporting and preventing duplicate transactions. For this reason, it is important to understand the purpose of each Line Item Type and select the correct one when creating a new charge.
The Class Tuition Line Item Type is used to record tuition charged to a family account for a class enrollment. It is referenced by the Prevent Duplicate Transactions feature when billing class tuition globally from the transactions page (to charge all enrollments under a specific billing schedule). When using this feature, iClassPro first looks up any previous Class Tuition line items for the current enrollments; then it looks for enrollments which match the currently selected Charge Category. If iClassPro finds a charge within a specified time period with all of the same information, it will not create a duplicate charge for that family/student.
Note: Class charges issued through the transactions page will automatically use the Class Tuition line item type.
The Camp Tuition Line Item Type is used to record tuition charged to a family account for a camp enrollment. It is important to record camp tuition separately from the class tuition to pull the correct amount to be charged according to the camp's pricing schedule. Since billing classes works differently than billing camps they are two distinct tuition types.
Note: Camp charges issued through transactions page will automatically use the Camp Tuition line item type.
The Parties Line Item Type is used to record a charge related to a Party booking through iClassPro's Party Booking Management system. When using this feature, iClassPro looks up any Party bookings linked to the selected family and allows you to choose a specific party that the charge should be linked to. (NOTE: you will need to enable and adjust the "As of Date" to charge for prior bookings.)
Note: Charges created when booking a party via the Customer Portal/Mobile App will automatically use the Parties Line Item Type.
The Anniversary Line Item Type is used to record an Anniversary Charge. It is vital to record all Anniversary Charges using the Anniversary Line Item Type so that iClassPro can accurately detect if an Anniversary Charge has been charged for a family/student within the Anniversary time frame.
Note: Charges issued through the Anniversary Charges transaction will automatically use the Anniversary Line Item Type.
The Other Line Item Type is used to record miscellaneous fees such as ProShop items, competition fees, administrative fees, etc. Using any other Line Item Type for these types of transactions can result in iClassPro falsely detecting tuition or Anniversary charges.
Note: Any time you use the Group/Mass Charge feature from a Family, Student, or Class page, iClassPro will automatically record the Line Item Type as Other.
The Discount Line Item Type is used to manually apply a discount to a charge. This can only be utilized as a separate line item under the same charge as the item you would like to be discounted. It can be entered as a dollar or percentage amount off of the total charge.
The Promo Code Line Item Type is used to manually record a Promo Code and apply it to a charge. This can only be utilized as a separate line item under the same charge as the item to which you would like to apply the Promo Code.