Add an NSF fee for a failed ACH payment

Objective

---

Apply an NSF fee to a family after an ACH payment fails.

Solution

---

NSF fees do not automatically populate on the family record after an ACH late return notification is received. Add the fee manually when it should be passed to the customer.

1. On the family record, select Make Sale/Post Fees.
2. Update the Transaction Date field to the ACH return notification date, if needed.
3. In the Post Fees section, select the appropriate values from the following drop-down menus:
   •  Type, e.g., NSF Fee (Debit).
   • Category 1, e.g., NSF Fee.
4. In the Original Amount field, add the fee amount.
5. Optional: Add a Note explaining the NSF fee, such as the decline reason.
6. Select Save Fee.

ℹ️ If the NSF Fee Category 1 or Transaction Type is not available, add or update the needed value. See the related Category 1 or Transaction Type article for steps.

⚙️ User Permissions may limit access to this feature or functionality.