Cancellation Fees

When setting up an event, staff can create one or more fees to be charged in the case of a cancellation. Once set up, cancellation fees are charged automatically in Community Hub and Self Service, and can be applied in Staff View as well. With cancellation fees, staff can focus on planning a great event and not on fee collection.

Staff can add fees to an event which are charged when a registration is canceled in Community Hub and Staff View. Fees can be applied as a flat rate, or as a percentage of the total registration cost. Cancellation fees can also have a set date range where they are applicable.

Some examples of cancellation fees staff could create are:

• Charge a $200 fee for a registration cancellation
• Charge a 25% fee for a registration cancellation
• Charge a 25% fee for a registration cancellation within 60 days of the event and a 50% fee for cancelation within 30 days of the event.

Fees are created as the Cancellation Fee Product Record Type and are associated to an Event in Nimble AMS.

Enable Cancellation Fees 

Cancelation Fees are enabled by activating the Cancellation Fee Product Record Type and granting access to profiles who will use them.

In Salesforce Classic

1. Activate the Cancelation Fee Product Record Type.

   1. From Setup, click Create | Objects.

   2. Click Product.
   3. In the Record Types section, click Edit next to "Cancellation Fee".
   4. Select Active.

   5. Click Save.

2. Activate the Cancellation Fee Product Record Type on profiles.
   
   1. From Setup, click Create | Manage Users | Profiles.
   2. Click Nimble AMS Standard.
   3. In the Custom Record Type Settings section, click Edit below Products.
   4. From the available record types, select "Cancellation Fee" and click Add.
   5. Click Save.
   6. Repeat these steps for the Administrator Profile and any custom Profiles.

In Salesforce Lightning

1. Activate the Cancelation Fee Product Record Type.

   1. From Setup, select Object Manager.

   2. Click Product (NU__Product__c).
   3. In the Record Types section, click Edit next to "Cancellation Fee".
   4. Select Active.

   5. Click Save.

2. Activate the Cancellation Fee Product Record Type on profiles.
   
   1. From Setup, click Create | Manage Users | Profiles.
   2. Click Nimble AMS Standard.
   3. In the Custom Record Type Settings section, click Edit below Products.
   4. From the available record types, select "Cancellation Fee" and click Add.
   5. Click Save.
   6. Repeat these steps for the Administrator Profile and any custom Profiles.

Create a Cancellation Fee

Event fees are created as a Cancellation Fee Product Record Type and are associated to an Event in Nimble AMS.

1. From an Event, in the Product Related List, click New Product.

2. Choose the "Cancellation Fee" Record Type and click Continue.

3. Enter the name of the fee which is seen when canceling a registration.

4. Optionally adjust the display order.

5. Choose the type of fee to create.

   1. For a flat rate cancellation fee be sure to set the fee amount in the List Price field.
   2. For a percentage-based cancellation fee, enter a List Price of "0" and set the rate at which users will be charged.

6. Optionally, set the date range in which the cancellation fee is applicable.

   

   If "Self Service Enabled" is not selected, the fee is only shown in Staff View.

7. If staff users wish to apply a taxable cancellation fee to cancel a registration Product:
   1. Make sure that you have marked the Taxable checkbox as checked.

   2. Make sure that you have marked the Is Fee checkbox as checked.

      

      To apply a taxable cancellation fee to cancel a registration product, the Admin must ensure that the Is Fee field on the cancellation fee product is set to true. Failure to set this field will result in taxes not being applied to the cancellation fee product.

8. Enter the GL account to be used for cancellation fee revenue.
9. Optionally, select "Self Service Enabled" to show the fee when users cancel a registration in Community Hub.
10. Enter the name of the Entity under which the Event is set up.

11. Click Save.

Edit a Cancellation Fee

1. From an Event, in the Product Related List, click Edit next to the cancellation fee you want to edit.

2. Make the desired changes.

3. Click Save.

Delete a Cancellation Fee

1. From an Event, in the Product Related List, click Del next to the cancellation fee you want to delete.

2. In the dialog box, click OK.