Adding one-time fees to client billing invoices

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Although fees are generally added in the Setup > Firm Information > Billing Items screen, it is also possible to add one-time fees in the Add Fee dialog for specific clients. The fees you add in the Add Fees dialog are not added to the Billing Items screen or to the Setup > Clients > Billing tab.

Adding fees during data entry

  1. Choose Actions > Add Fee.
  2. In the Add Fee dialog, select the client to be invoiced for the fee.
  3. To have the application create any GL entries and associated liabilities immediately when the fee is created, mark the Create fee as final checkbox. If you mark this checkbox, the fee will be listed in the Finalized tab of the File > Print Billing Invoices screen.
  4. To apply a fee that was set up as an On demand fee type (in the Setup > Firm Information > Billing Items screen), select the applicable fee from the Fee Selection drop-down list.
  5. Enter the fee date or click the Down arrow button button to select it from an onscreen calendar attached to the field. This is the date that will be printed for this fee on the invoice.
  6. Enter a description for the fee. This is the description that will be printed for this fee on the invoice.
  7. Mark the Taxable and/or Discount checkboxes as appropriate.
  8. If applicable, specify a delivery fee type. The drop-down list includes all fees set up in the Setup > Firm Information > Billing Items screen as a Delivery fee type.
  9. Click OK to save the fee. The fee will be listed in the File > Print Billing Invoices screen.

Adding fees at print time

  1. Choose File > Print Billing Invoices.
  2. Click the Add Fee button.
  3. In the Add Fee dialog, select the client to be invoiced for the fee.
  4. To apply a fee that was set up as an On demand fee type (in the Setup > Firm Information > Billing Items screen), select the applicable fee from the Fee Selection drop-down list.
  5. Enter the fee date or click the Down arrow button button to select it from an onscreen calendar attached to the field. This is the date that will be printed for this fee on the invoice.
  6. Enter a description for the fee. This is the description that will be printed for this fee on the invoice.
  7. Mark the Taxable and/or Discount checkboxes as appropriate.
  8. If applicable, specify a delivery fee type. The drop-down list includes all fees set up in the Setup > Firm Information > Billing Items screen as a Delivery fee type.
  9. Click OK to save the fee and return to the File > Print Billing Invoices screen.

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