How do I Create Client Account Fees

How Do I Add Fees to a Client Account?

This guide walks you through how to add a fee to a Client Account in Discovery.  This fee will appear on the client’s invoice based on the frequency you choose.

Step 1: Open the Client Account

1. Click Client Accounts in the main menu.
2. Search for the correct client.
3. Click the client account name to open the account.

Step 2: Go to the Client Account Fees Section

1. Scroll down until you see Client Account Fees.
2. Click on New to add a new fee.

Step 3: Complete the Fee Details

Fill out the required fields:

• Line Item Category: Select the appropriate category.
• Billing Style:
  • Fixed
  • Formula*
• Amount: Enter the dollar amount.
• Formula*: If you have chosen a formula billing style, you will need to enter a formula to calculate the fee.  Please refer to Client Account Fees for a list of accepted variables.
• Frequency: Choose how often the fee should apply.
  • One Time
  • Monthly
  • Quarterly
  • Annually
  • Per Client Invoice
• Start Date: Select when the fee should begin.
• End Date:  Optional field, select when the fee should end

Step 4: Save

Click Save to add the fee to the client account.

What Happens Next?

• The fee will appear on invoices based on the frequency you selected.
• If you set an End Date, the fee will stop automatically after that date.

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.