Billing Method Form
Field reference for tuition billing method configuration.
Billing Method Fields
| Field | Type | Required | Max Length | Validation | Notes |
|---|---|---|---|---|---|
| Billing Method ID | Integer | Auto | - | - | System-generated identifier |
| Method Code | Text | Yes | 30 | Unique | Billing method code |
| Name | Text | Yes | 200 | - | Display name |
| Description | Text Area | No | 500 | - | Method description |
| Method Type | Select | Yes | - | See below | Calculation type |
| Is Active | Boolean | No | - | - | Method is available |
Method Type Values
| Code | Description | Calculation |
|---|---|---|
| SECTION | By Section | Flat rate per section |
| CREDIT | By Credit | Rate × credits enrolled |
| BAND | By Band | Credit-based tier pricing |
Credit Rate Schedule (for CREDIT type)
| Field | Type | Required | Validation | Notes |
|---|---|---|---|---|
| Rate Schedule ID | Integer | Auto | - | System-generated |
| Billing Method | Select (FK) | Yes | Must exist | Parent method |
| Rate Per Credit | Decimal | Yes | 10,2 | Per-credit rate |
| Currency | Select (FK) | Yes | Must exist | Currency |
| Min Credits | Decimal | No | 4,2 | Minimum credits for rate |
| Max Credits | Decimal | No | 4,2 | Maximum credits for rate |
| Effective Date | Date | Yes | Valid date | When rate starts |
| End Date | Date | No | >= Effective | When rate ends |
Billing Band (for BAND type)
| Field | Type | Required | Validation | Notes |
|---|---|---|---|---|
| Band ID | Integer | Auto | - | System-generated |
| Billing Method | Select (FK) | Yes | Must exist | Parent method |
| Band Name | Text | Yes | 100 | Band description |
| Min Credits | Decimal | Yes | 4,2 | Band minimum |
| Min Inclusive | Boolean | No | - | Include min in range |
| Max Credits | Decimal | No | 4,2 | Band maximum |
| Max Inclusive | Boolean | No | - | Include max in range |
| Rate Type | Select | Yes | See below | How to calculate |
| Flat Amount | Decimal | Conditional | 10,2 | Flat rate amount |
| Per Credit Rate | Decimal | Conditional | 10,2 | Per-credit rate |
| Credits Included in Flat | Decimal | Conditional | 4,2 | Credits covered by flat |
| Currency | Select (FK) | Yes | Must exist | Currency |
| Sort Order | Integer | No | - | Display order |
| Effective Date | Date | Yes | Valid date | When band starts |
| End Date | Date | No | >= Effective | When band ends |
Band Rate Type Values
| Code | Description | Calculation |
|---|---|---|
| FLAT | Flat Rate | Fixed amount regardless of credits |
| PER_CREDIT | Per Credit | Rate × total credits |
| BASE_PLUS_CREDIT | Base + Per Credit | Flat amount + (extra credits × rate) |
Billing Method Configuration
Assigns billing methods to student populations:
| Field | Type | Required | Notes |
|---|---|---|---|
| Config ID | Integer | Auto | System-generated |
| Billing Method | Select (FK) | Yes | Method to apply |
| Term | Select (FK) | No | Specific term |
| Degree Level | Select (FK) | No | Undergraduate, Graduate, etc. |
| Program | Select (FK) | No | Specific program |
| Student Type | Select (Lookup) | No | New, Continuing, Transfer |
| Campus | Select (FK) | No | Specific campus |
| Priority | Integer | Yes | Lower = higher priority |
| Effective Date | Date | Yes | Config start |
| End Date | Date | No | Config end |
Validation Rules
- Method Code must be unique
- For CREDIT type, at least one rate schedule required
- For BAND type, bands should cover all credit ranges
- Band ranges should not overlap
- Configuration priority determines which method applies
Example Band Configuration
Undergraduate Full-Time Band:
| Band | Credits | Type | Amount |
|---|---|---|---|
| Part-time | 1-11.99 | Per Credit | $500/credit |
| Full-time | 12-18 | Flat | $6,000 |
| Overload | 18.01+ | Base + Credit | $6,000 + $500/credit over 18 |
Related Screens
- Fee Types - Additional fees
- Payment Plans - Payment options