Description: In this topic you will learn about client fees. The functionality of Client Fees allows a user to specify various fee types in the system and associate them with a particular funding account. Once specified, these fees will be deducted from the authorization remaining balance without utilizing a punch.
*Please note: Client fees only apply to dollar-based authorizations. Client Fees can be mass imported and mass approved. To learn how to import Client Fees, see the “Admin Guide - Import Module” in the Help Center.
Role Required: Superuser, Billing Team
Permission Required: Import Admin Permission
FI Mode Only
Add Client Fee Type
- Log in to your profile
- Select Settings from the main menu
- Click Custom Drop Down in the submenu
- Select Actions button
- Select Add New Custom Drop Down Item from the action dropdown
- Fill out the Add New Custom Drop Down Item form wizard
- Select Fee Type from the Item Type dropdown
- Specify the Item Name
- Select a status of Active or Inactive
- Click Save
- Click Yes in the confirmation alert window
View, Edit, or Export Client Fee Type
- Log in to your profile
- Select Settings from the main menu
- Click Custom Drop Down in the submenu
- Select Fee Type in the Select Item Type filter dropdown
- Click Search
- View the table below the search box with the update search criteria
- Optionally select the Export button, the table will be automatically downloaded in a CSV file
- Select the Client Fee Type you wish to view or edit by click anywhere in the row
- The Custom Drop Down Details page will open for you to view the details
- Select Actions button
- Select Edit Custom Drop Down Item from the actions dropdown
- Make edits in the Edit Custom Drop Down Item from wizard
- Optionally update status to active or inactive
- Click Save
- Click Yes in the confirmation alert window
Add Client Fee to Funding Account
- Log in to your profile
- Select Authorization from the main menu
- Click Funding Accounts in the submenu
- Enter criteria into the filters and click the Search button
- Select the Funding Account by clicking anywhere in the row
- The funding type must be dollars to add a new client fee
- The funding Account Details page will open up
- Select Actions button
- Select Add New Client Fee from the actions dropdown
- Complete the Add New Client Fee form wizard
- Click Save
- Select Yes in the confirmation alert window
Approve/Reject Client Fees
- Log in to your profile
- Select Authorization from the main menu
- Click Pending Fees and Adjustments in the Sub Menu
- Enter criteria into the filters and click the Search button
- Use the filter Select Entry Type dropdown and select Fee, to only view pending fees
- View the table below the search box with the update search criteria results
- Under the Approve column
- Select the A to Approve
- Select the red R to Reject
- View the details of the pending fee by clicking anywhere in the row to open the Client Fee Details page
- Click the Actions button and select Approve or Reject from the dropdown
- Select Yes in the confirmation alert window
View, Edit, or Export Client Fees
- Log in to your profile
- Select Authorization from the main menu
- Click Clients Fees and Adjustments in the submenu
- Enter criteria into the filters and click the Search button
- Use the filter Select Entry Type dropdown and select Fee, to only view fees
- View the table below the search box with the update search criteria results
- Optionally select the Export button, the table will be automatically downloaded in a CSV file
- View the details of the fee by clicking anywhere in the row to open the Client Fee Details page
- Select the Actions button
- Select Edit Client Fee in the actions dropdown
- Make edits in the Edit Client Fee form wizard
- Click Update
- Select Yes in the confirmation alert window
- A new client fee will be created for the new amount and be in a Pending status. Follow instructions to Approve Client Fees.
- The previous Client Fee will have a status of Rejected and have a reference entry for the new client fee
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