Add a Fee

You can add a fee from the Fees panel on the summary page.

1. Click Add record on the Fees panel.

The Add Fees panel opens.

2. Click Fee Lookup next to the Fee Code field to add a fee. This opens a selection window.

3. Select the check box(es) next to the fee(s) you wish to add.
4. Click Submit.

NOTE: The Factor, Rate, and Quantity fields are grayed out and cannot be edited.

The Amount automatically populates, but can be changed.

5. Select the Auto Recalculate check box to recalculate fees to their default rates when the Re-Calculate Fees button on the Fees panel is clicked.
6. Select the Invoiced check box to indicate the fee has been invoiced. This prevents any refunds from being issued on the fee.
7. Enter any comments in the Comment field.

8. Click Save.

See Fees Panel Fields for an explanation of the Fees panel fields.