STEP 1
When creating a fee, go to Quotes > My Fees.
You can create an automation linked to it by accessing the fee’s page and clicking on the "Gear" icon. Then, you can define whether the fee will have a Mandatory or Suggestive designation.
Mandatory fees will automatically be added to the quote as soon as the rules are met.
Suggestive fees, on the other hand, will appear as a pop-up when the rules are met.
STEP 2
When defining the rules, you can specify which details of the quote the fee will be linked to, such as whether it is related to a specific item, a school, or a program start date.
If you still have any questions, please contact support or reach out via WhatsApp.