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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