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Fee Labels

How to setup and manage your fee labels.

Written by Elliot Palmer
Updated over 3 weeks ago

Fee Labels

When sending a sales valuation in Street, or when instructing a property, you will need to select you upfront and/or completion fees. The options available here will be determined by what fee labels have been setup in your settings.

This article focuses setting up for your fee labels in settings but for more information on adding fees to a valuation or instruction, see this help article.

Fee Label Settings

To access you fee label settings head to Settings (on the left side panel, at the bottom) > Company Settings > Fee Labels.

Note - To access the fee label settings you will need to be a Company Admin and have a role with the permission 'Allow this user to manage fee labels' enabled.
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For more information, see our Roles and Permissions help article.

The fee label settings page is broken down into the upfront and completion section and within each section you will see a list of any existing fee labels created.

Adding a new fee label

To add a new fee label, type the name of the fee label and click the 'add fee' button in the relevant section, either upfront or completion. For example, if adding a photography fee label you would typically enter the fee name in the upfront section. If adding a completion fee, such as the % fee taken on completion, you would enter the fee name in the completion section.

After clicking the 'add fee' button you will see a new line appear on the table.

Here you can give the fee label a name, select if it is exc / inc / no VAT, if it will be a fixed or percentage fee and set the default amount.

Note - The option to select VAT will only show if you have the VAT Registered feature toggled on in your company settings.

The default amount entered will be used to pre-populate when selecting the fee on a valuation or instruction, however it can be edited if needed.

With your new fee added, click 'save changes' at the top right and you will see a 'Fee labels updated successfully' message.

Adding a 'discount' fee label

You can also use this section to add a discount fee label, for when offering a discount on an instruction. For example you could add a fee label called 'EPC discount' and in the default amount you would need to enter a number with a - (minus) in front of it, ie -50 for a discount of ยฃ50.

This discount will then show on the upfront or completion invoice, reducing the total amount owed.

Editing an existing fee label

To edit a fee label, simply change any of the relevant details in the fee label table, in the same way you did when adding a fee label. Again, to ensure the changes you've made are saved, you must click the 'save changes' button at the top right.

Deleting a fee label

To delete a fee label, click the bin icon next to an existing fee label.

With your fee labels set up, you can start adding them to valuations and instructions.

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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