Set up a SACCO's fee configuration and its effective dates

Loans Updated 5 Aug 2026

Summary

Set the fees a SACCO is billed for, and the dates the version applies from, so its invoices carry the right prices. About 6 minutes, 10 steps. Also called: fees config, billing setup, subscription fee, convenience fee, invoice fees.

Prerequisites

  • A CAMS Superadmin Portal sign-in. This screen is not in the Admin Portal.
  • The agreed fee figures for this SACCO.
  • The dates the new prices start and stop.
  • The payment providers involved, and whether each fee applies to collection or disbursement.

Step-by-step

  1. Sign in to the CAMS Superadmin Portal.
  2. Open Credit Associations.
  3. Search for the SACCO by name or ID, then open its profile.
  4. Click the Fees and Invoice tab. The invoice list for that SACCO loads.
  5. Click Fees Config. The fee configuration opens.
  6. Set the effective date range for this version. Only one version may be active for a period, and overlapping ranges are refused.
  7. Turn each fee on or off and enter its figure. The configuration covers subscription, user, service, quick loan and message charges.
  8. Enter the overdraft limit and the grace period.
  9. Add the provider convenience fees. Each one is set per provider and per transaction type, collection or disbursement.
  10. Save your changes. Every change is logged and versioned for audit.

Note: Generating an invoice asks you to pick a fee configuration version. A version saved with the wrong dates either bills the old prices or blocks the new ones.

Common pitfalls & FAQ

  • My date range is rejected. It overlaps a version that already exists. Only one version may be active for a period, so the old range must end before the new one starts.
  • The new prices are not on the invoice. Check which version was picked when the invoice was generated. Then check that version's dates cover the invoice period.
  • An amount will not save. Fees and transaction amounts have system limits. The largest amount allowed is 999,999,999,999.99.
  • A provider fee is missing from the breakdown. Convenience fees are held per provider and per transaction type. A provider configured for collection only has no disbursement fee.
  • Can I undo a change? Changes are logged and versioned rather than removed. Create a new version with the correct dates instead of trying to erase the old one.