How do I add a Client Service Fee?
To add a Service Fee to a Service, please use the following steps:
- 1
- Click on Records.
- 2
- Click on Services.
- 3
-
In the
Search and Filter area, begin typing a Location name, Client Company or Vendor associated with your target Service.
- 4
-
Click on
View.
- 5
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Click on the service's
Billing tab and then scroll down to the Client Service Fees section. All current Client Service Fees for this Service will be listed here. To add a new fee, click the blue link that says
"Click here."
- 6
-
Select a
Line Item Category from the available dropdown menu.
- 7
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Choose a
Billing Style;
Fixed or
Formula.
- Fixed fees are a predetermined amount.
Formula based fees are determined by applying adjustments to variable data. For instance, you may wish to charge a late fee that is 5% of the Location's Service Charges total. This variable would be: {client_service_charges}*.05
To review a comprehensive list of variables approved for use in formula-based fees, refer to the Bulk Inserting Client Service Fees documentation.
- 8
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Provide a
Formula (or Amount if you choose Fixed).
- 9
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Make any adjustments to the
Label Name field. This is used to provide additional details for the fee and is for informational purposes only.
- 10
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Choose a
Frequency. Here we chose
One Time.
- 11
-
Select a
Start Date date (also choose an
End Date if the Frequency is reoccurring).
- 12
- Click Save.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.