How do I add fees to a Client Account?
To add Client Account level fees, please use the following steps.
1. Click on Invoicing.
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2. Click on Client Accounts.
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3. Use the Search and Filter options to locate your target Client Account.
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4. Once you've located your target Client Account, click on View.
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5. Scroll down to the Client Account Fees section and click on New Fee.
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6. Select a Line Item Category
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7. Enter a Fee Amount.
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8. Make any adjustments to the Header Label field.
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9. Make any adjustments needed to the Label filed.
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10. Select a Fee Frequency.
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11. Enter External Reference Id (optional)
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12. Enter a Fee Start Date.
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13. Enter a Fee End Date.
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14. Enter any Internal Notes (optional and not seen by client).
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15. Click on Save.
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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.