How to create custom fees

Last updated: May 6, 2026

Custom fees: Products > Fees > +New Fee. Set name, description. For custom courses, check Assign to custom school. Pricing: Simple (one-time amount) or Durational (per time period). Default-include option. Add to quote via Edit > Fees > +Add Fees. Eye icon hides on display.

Custom fees are agency-defined charges (processing fees, taxes, consulting fees) added on top of base tuition.

How to create

  1. Go to Products > Fees in the right side menu.
  2. Click + New Fee.
  3. Enter:
  4. Important. If creating for a custom course/school, check Assign this fee to a custom school and select the school.
  5. Save.

Pricing types

  • Simple Pricing. Single amount. Example: $100 fee.
  • Durational Pricing. Amount per time period. Example: $100 per week.

Optional fields

  • Internal notes (team-only visibility).
  • Default language.
  • Translations.

Default for all quotes

If the fee should appear in every quote automatically, check Include this by default on all quotes when creating it.

Add a fee to a quote

Quotes > select quote > select option > Edit > scroll to Fees > + Add Fees > select from list.

Click the eye icon to hide the fee on the displayed quote (it still applies to the total).

Manage custom fees

Products > Fees to edit or delete custom fees.


Source: https://help.edvisor.io/efa/custom-fees