Client Service Fees

What is a Client Service Fee?

A Client Service Fee is a type of Client Fee that can be billed as a Client Line Item on your Client Invoices. Because these fees are applied at the Service level, they can be used to generate client line items that aggregate data across all services charges for the given Service. Client Service Fees generate a single client line item (per billing frequency) for a given Client Invoice.

How Do I?

• How do I add fees to a Client Service?

Anatomy of a Client Service Fee

This section outlines the primary details and attributes regarding a Client Service Fee.

Primary Fields

• Service

  This is the Service that the fee is being generated for.

  Line Item Category

  This is the categorization that will be given to the Client Line Items that are generated from the Client Service Fee.

  Billing Style

  This setting controls the way in which the Client Service Fee amount is calculated. There are two options: Fixed and formula. Billing a fixed amount will generate a single client line item for the amount specified in the Amount field. Billing a formula will generate a dynamic amount that's calculated based on the formula specified in the Formula's field.

  Header Label

  This is the name of the Client Service Fee as you would like it to appear in Discovery.

  Label

  This is additional Information/labeling you would like to include for this Client Service Fee.

  Frequency

  This is the frequency that you would like the fee to be billed at. Available options are One Time, Monthly, Annually, and Quarterly

  Start Date

  This is the date you wish the billing for this fee to start on.

  End Date

  This is the date you wish the billing for this fee to end on. It's not applicable for fees with a billing frequency of One Time.

  Internal Notes

  This is a place for any internal notes you may wish to keep for this Client Service Fee.

  Formula

  A Client Service Fee in Discovery can be billed using a very power formula system that's derived from the data that's accrued by Discovery throughout the invoicing processing workflow.

  A formula can be created using the following operators:

  • + | Addition
  • - | Subtraction
  • * | Multiplication
  • / | Division
  • ^ | Exponentiation
  • % | Modulus

  • ( ) | Parentheses

    
    

    Formulas support variable interpolation that allows the creation of simple fees such as the following:

    {bin_size}*2.50

    This would yield a Client Service fee of $2.50 for every unit of volume of the bin. If the bin were 20 yards it would result in a Client Service fee of $50.

    
    

The Following Variables are available for use in your Client Service Fee formulas:

General

• {bin_size}: This is the size of the service bin.
• {bin_qty}: This is the number of units (bins) on the Service.

• {audited_savings}: This is the sum total of audited service savings from the Vendor Invoice processing workflow. At the Client Service level, it will reduce down to the sum total of all Vendor Invoice audited savings for all services charges that fall under the Client Service. This is of course also based on the Frequency of the Client Service Fee and will also vary based on the current open Fiscal Period in Discovery.

  
  

Commercial Specific

• {vendor_base_charge}: This is the hauler cost (rate) for the Service.
• {client_base_charge}: This is the client rate for the Service.
• {weight_in_tons}: This is the summed total weight (in tons) of all waste generated for the service during the given Frequency and Fiscal Period.
• {weight_in_pounds}: This is the summed total weight (in pounds) of all waste generated for the service during the given Frequency and Fiscal Period.

• {weight_in_kilos}: This is the summed total weight (in kilos) of all waste generated for the service during the given Frequency and Fiscal Period.

  
  

Device and Rental Specific

• {vendor_base_charge}: This is the hauler cost (rate) for the Service.

• {client_base_charge}: This is the client rate for the Service.

  
  

Roll Off Specific

• {vendor_per_haul_amount}: This is the hauler cost (haul rate) for the Roll Off Service.
• {client_per_haul_amount}: This is the client cost (haul rate) for the Roll Off Service.
• {vendor_disposal_amount_per_ton}: This is the hauler cost (per ton) for the Roll Off Service.
• {client_disposal_amount_per_ton}: This is the client cost (per ton) for the Roll Off Service.
• {weight_in_tons}: This is the summed total weight (in tons) of all waste generated across all locations and services during the given Frequency and Fiscal Period.
• {weight_in_pounds}: This is the summed total weight (in pounds) of all waste generated across all locations and services during the given Frequency and Fiscal Period.
• {weight_in_kilos}: This is the summed total weight (in kilos) of all waste generated across all locations and services during the given Frequency and Fiscal Period.
• {number_of_rolloff_hauls}: The number of Roll Offs occurring for the service during the given Frequency and Fiscal Period.

Doorstep Specific

• {vendor_base_charge}: This is the hauler cost (rate) for the Service.
• {client_base_charge}: This is the client rate for the Service.
• {vendor_per_unit_charge}: This is the vendor per unit (bin) rate on the Service.
• {client_per_unit_charge}: This is the client per unit (bin) rate on the Service..
• {weight_in_tons}: This is the summed total weight (in tons) of all waste generated across all locations and services during the given Frequency and Fiscal Period.
• {weight_in_pounds}: This is the summed total weight (in pounds) of all waste generated across all locations and services during the given Frequency and Fiscal Period.
• {weight_in_kilos}: This is the summed total weight (in kilos) of all waste generated across all locations and services during the given Frequency and Fiscal Period.

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.