Apply or reverse a fee or penalty at the counter

Cashier & Teller Updated

Summary

Charge a fee or penalty to a member at the teller counter — and reverse one that was applied wrongly.

About 4 minutes · 6 steps. Also called: pay fee, apply penalty, fee reversal, waive charge.

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Prerequisites

  • Your CAMS sign-in mapped to your own teller till, with the till open.
  • The member's name, Member Id or account number.
  • For a reversal: which charge is being reversed, and why — your institution may require an approval.

Step-by-step

  1. Sign in to CAMS. In the left menu, expand Transactions and click Teller.

  2. Click New Transaction, then choose Client Transaction.

  3. Pick Apply Fee / Penalty to charge, or Reverse Fee/Penalty to undo a charge.

    Teller Choose Type step with Apply Fee / Penalty and Reverse Fee/Penalty tiles
    Figure 1: Teller Choose Type step with Apply Fee / Penalty and Reverse Fee/Penalty tiles

  4. In Search Account, find the member's account and select it. Check the client details that load.

  5. Applying: choose the charge type, enter the amount and a clear narration, and submit. Reversing: tick the charge in the Select Fee to Reverse list, then submit.

    Select Fee to Reverse list on the Reverse Fee/Penalty step
    Figure 2: Select Fee to Reverse list on the Reverse Fee/Penalty step

  6. Confirm the posting on the History tab.

Common pitfalls & FAQ

  • "No applicable fees or penalties found." Only charges that were applied to this member appear in the reverse list. Check you have the right member and account.
  • Which fees exist? Fee types and amounts come from your fee setup — see How to add fees and penalties.
  • Charges raised on the member's profile (like a registration fee) are collected differently — see Add a charge to a member and follow up what they owe.
  • A reversal may need a second pair of eyes. With maker-checker on, it waits on the Requests tab until approved.