Fee Schedules
Availability
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Overview
When you create a Client record, the Fee Schedule dropdown lists the specific terms by which the client will be billed. This Fee Schedule module enables you to define items available on the Fee Schedule dropdown in the Clients module.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Fee Schedule records.
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Create a Fee Schedule record |
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Display a list of Fee Schedules |
Click Admin > Fee Schedule on the Profile menu. |
Display the details for a Fee Schedule record |
Click the Fee Schedule name in the Fee Schedules List View. |
Edit Fee Schedule information |
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Suppress one or more Fee Schedule records |
You can also suppress a single Fee Schedule record by clicking Suppress on the Fee Schedules Detail View. |
Update information related to multiple Fee Schedules |
For more information, see Editing and suppressing multiple records. |
Duplicate Fee Schedule information |
Click Duplicate in the Fee Schedules Detail View. Duplication is a convenient way of creating a similar Fee Schedule. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Name* |
Enter a name for the fee schedule. This is a mandatory field. |
Assigned to |
By default, the record is assigned to the creator of the Fee Schedule record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
Description |
Enter a description of the fee schedule. |
Teams * |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. To assign additional teams to the Fee Schedule, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. This is a mandatory field. |
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