How to Use a Client Fee Predefined Template
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From the Client Fee List Page, click the New icon in the toolbar. The popup window opens. Select Copy Predefined Template. Select the template in the dropdown. Select the OK […]
How to Modify a Client Fee
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Select the Search icon. Type Client Fee in the Search bar. Click to select “Client Fee (My Office)” from the search results. The Client Fee list page opens. Select the […]
How to Delete a Client Fee
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While the system will let you delete a client fee, if the fee has been used in the system on services, deleting the fee could cause problems in the system. […]