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Use the Add Fee dialog to set up fees that can be added to invoices. On a firm level, you can set up standard on-demand fees to be included in the Fee Selection drop-down list, or you can create an ad hoc fee for the selected client by entering information in the Date, Description, and Amount fields for the fee.
You can access the Add Fees dialog using either of the following methods:
Choose Actions > Add Fee.
Choose File > Print Billing Invoices and then click the Add Fee button.
Fields & buttons
Select the client for whom this fee will be assessed.
Mark this checkbox to create this fee as final so that you do not need to print the fee on an invoice.
Note: If you also mark the Automatically export finalized invoices checkbox in the Practice CS Options section of the Setup > Firm Information > Firm > Preferences tab, the application automatically exports all invoices that include this fee when the invoices are printed.
(Optional). To use an on demand fee as a template for creating the new fee, select the fee from the drop-down list.
Enter the fee date to be used. This field defaults to the system date.
Enter a description for the fee.
Specify the amount of the fee.
Mark this checkbox to have the application calculate sales tax on the fee amount.
Mark this checkbox to include the fee amount in the discount calculation. Note that you cannot apply discounts to delivery fees.
If the new invoice should include a delivery fee, select it from the drop-down list or add a delivery fee on the fly (see the Adding fees at print time topic). Note that you cannot apply discounts to delivery fees.