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Fees

14 articles
One Time Fee
How to Add a Recurring Percentage-Based Fee (e.g., Fuel Surcharge)This guide explains how to add a recurring, percentage-based fee, such as a fuel surcharge, to your services. This feature allows you to automatically apply a fee that is calculated…
Recurring discount on service
Create a Recurring, Percentage-Based SurchargeCreate a recurring surcharge that is automatically calculated as a percentage of a service's base price. This is useful for applying variable fees, such as fuel or environmental surcharges, that…
Late Fees
Late Fee reviewWith this option you can review, apply & or waive assessed late fees
Late Fee only invoicingThese steps are recommended for when you wish to invoice customers for ONLY late fees and no other charges/work orders
Rental Fees OverviewOverview of rental fees: creating, assigning, customer account and invoicing
Set Up a Rental Period for a Configured ServiceHow to add and configure a rental period for a customer's service. Following these steps will allow you to define start and end dates, manage grace periods, and visualize billing…
How to Set Up Default Rental Fee Billing RulesConfigure default rules for invoicing rental fees within a billing profile. Automate how the system handles rental charges for incomplete billing periods and for customers with suspended services, ensuring consistent…
How to Change a Rental Period's Start or End DateThis guide shows you how to change the start or end date for a rental period that has already been set. This is useful for correcting errors, adjusting billing cycles,…
How to End a Rental Period Early by Resetting the Grace PeriodUsing the 'Reset grace period' function, you can split a single rental period into two, which is useful for accommodating early service terminations or changes in billing cycles.
How to Track Changes to a Rental PeriodFollowing these steps allows you to view a complete history of changes, including who made the update and when it occurred. You will need access to a customer's account and…
Disposal FeesAutomate your disposal ticket entry process
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