How do I add Location Fees?
To add a Location Fee to a Location, please use the following steps:
- 1
- Click on Records.
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- Click on Locations.
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- In the Search and Filter area, begin typing a Location name, Client Company or Address associated with your target Location.
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Once you've located your target Location, click on
View.
- 5
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Scroll down to the Fees section. All current Location Fees for this Location will be listed here. To add a new fee, click the
New Fee button.
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Select a
Line Item Category from the available dropdown menu.
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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 Location Fees documentation.
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Provide a
Formula (or Amount if you choose Fixed).
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Make any adjustments to the
Header Label field. This is used to provide details for the fee and is for informational purposes only.
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Make any adjustments to the
Label field. This is used to provide additional details for the fee and is for informational purposes only.
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Choose a
Frequency. Here we chose
One Time.
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Select a
First Month Billed date (also choose an
End Date if the Frequency is recurring).
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- 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.