How do I add fees to a Client Service?
To add a Service Fee to a Service, please use the following steps:
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- Click on Records.
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- Click on Services.
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In the
Search and Filter area, begin typing a Location name, Client Company or Vendor associated with your target Service.
- 4
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Click on
View.
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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
New 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 Client Service Fees documentation.
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Provide a
Formula (or Amount if you choose Fixed).
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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.
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Choose a
Frequency. Here we chose
One Time.
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Select a
Start Date date (also choose an
End Date if the Frequency is reoccurring).
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- Click Save.
Return to Client Service Fees.
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.