How do I add fees to a Client Account?

To add Client Account level fees, please use the following steps.

1. Click on Invoicing.

Click on Invoicing.

2. Click on Client Accounts.

Click on Client Accounts.

3. Use the Search and Filter options to locate your target Client Account.

Use the Search and Filter options to locate your target Client Account.

4. Once you've located your target Client Account, click on View.

Once you've located your target Client Account, click on View.

5. Scroll down to the Client Account Fees section and click on New Fee.

Scroll down to the Client Account Fees section and click on New Fee.

6. Select a Line Item Category

Select a Line Item Category

7. Enter a Fee Amount.

Enter a Fee Amount.

8. Make any adjustments to the Header Label field.

Make any adjustments to the Header Label field.

9. Make any adjustments needed to the Label filed.

Make any adjustments needed to the Label filed.

10. Select a Fee Frequency.

Select a Fee Frequency.

11. Enter External Reference Id (optional)

Enter External Reference Id (optional)

12. Enter a Fee Start Date.

Enter a Fee Start Date.

13. Enter a Fee End Date.

Enter a Fee End Date.

14. Enter any Internal Notes (optional and not seen by client).

Enter any Internal Notes (optional and not seen by client).

15. Click on Save.

Click on 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.

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